Add intake form
In this article, you will learn: Shareable intake form (Quotesheet) with clients Add/access an intake form on a deal card? Custom Forms added from Form
Pipeline
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
How to manage Notification subscription
In this article, you will learn: How to Setup notification subscription? Daily Recap Email Notification and Subscription How to manage Notification subscription? Admins can now
Full Contact
In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager
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
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
Pipeline Automation
In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline
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
What are the different ways to add a deal in Pipelines?
In this article, you will learn: Auto-saving of personal or commercial deal type Deal cards can be added manually in the Pipelines or are created
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
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
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
