Total Revenue as Filter in Pipeline
The Total Revenue Filter in Pipeline helps users focus on deals that meet specific revenue criteria. Users can access it in the pipelines module by
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AMS Policy Sync Error in Timeline Card View
In the event of policy syncing issues with the Agency Management System (AMS), users can conveniently access the details within the ‘Timeline’ tab on the
Forwarding e-mail within Pipeline
Within the pipeline settings, we have a feature called “Forwarding Email.” This feature helps you handle emails on support issues or potential leads, making it
Pipeline Bulk Upload with Policy/Quote Details
Previously, the system lacked the capability to incorporate quoted data when generating deal cards via bulk upload. However, now, if quoted data is included, it
Add Pipeline Custom Field filter in Pipeline Module
The Pipeline Custom Field filter enhancement provides users with a streamlined method to organize and filter deals within the Pipelines module. Use Case: Optimize your
Add pipeline automation for bulk uploads
Our most recent feature enhancement equips users with an advanced capability within the pipeline module. Now, when performing bulk uploads, you have the option to
Create Custom Forms
In this article, you will learn: How to customize form settings to create a dealcard? Make following selections Option to create deal card in Pipeline
Action icon – send SMS? Could you also view the message in the text messaging module
In this article, you will learn: How does send SMS action work inside a deal card? How to Move Sms Attachments to User Documents How
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
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
Select Mandatory Fields
In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a
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.
