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Pipeline
Add policy from the quote of the card.
Description: Adding a quote will automatically create a policy in the deal card. Benefit: Creating a policy is now quicker, automated, and more efficient. Navigation
Renewal pipeline, automation based on Branch for HawksoftÂ
Description: Renewal automation based on Branch is possible. Benefit: More flexibility to create renewal automation. Navigation Navigate to the Pipeline module. Access the three dots
Add Lead sources in bulk
Description: It is possible to bulk upload the lead source. Benefit: Lead sources in the portal can be created more quickly, allowing you to save
Download archived pipeline cards:
Description: Downloadable archived pipeline cards are available in the archived list. Benefit: Data is easier to access in the future by downloading the archived cards.Â
Insurance Type option in Claim pipeline automation
Description -Claim automation settings, such as personal, commercial, and other added-in pipeline settings. Benefit: When claim automation is based on the type of insurance, it
Lead Source Filter In Pipeline
Description – Lead source added to the filter in the pipeline module. Use case – Easier to filter out and view deal card information based
Pipeline automation for Hawksoft and AMS360 now considers the CSR
Update – Option to choose CSR for sender’s email/phone and assign the pipeline task Application – Agents using Hawksoft and AMS360 can now personalize communications
Improved the Labels and Tag color palette
Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:Â Navigate to Pipelines
Add a label to the card from the pipeline card view
Update – The option to add labels to the deal card is now available within the card view Application – Easier access to add labels
Manage inactive days for the cards at pipeline stage level
Update – Set inactive days for every stage in the pipeline To view the enhancement: Navigate to Pipelines Click on create a new pipeline
Ability to make custom fields mandatory for adding a deal
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
Merge Deal Cards in Pipeline Manager
You can merge multiple deal cards into one from the same Pipeline. You need to select any one deal card as the master card, where
