Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
Google Reviews (6)
Calendar (3)
Carrier (5)
Dashboard (42)
FAQ (1)
Form (32)
Document Manager (1)
Opportunities (2)
Work Email (10)
Agent App (7)
eSignatures (31)
IMUG (3)
Pipelines
Copy/Move and Archive Cards from Stage
Description – Deal cards can be archived, moved, or copied from one stage to another. Benefit – Ease in managing the deal cards. Process- Navigate
Policy Form Implemented in Pipeline for HawkSoft
Description – Policy form drop-down added to Add Deal option in all modules Process: Navigate to Pipelines to add a deal card. Click on Add
Merge Labels in Pipeline
Description – The feature will let you choose a master label by merging together multiple labels. Use Case – Ideal to eliminate duplicates and retain
Automation Tags added for Nickname and First Name of Contact
Description – Agents can now use the nickname or first name tag in the pipeline automation, campaigns, or templates. Use Case – Easier to send
eSignature tab in Pipeline
Now you have the eSignature tab in the expanded view of the deal card. So, once you upload any file in the deal card and
Pipeline Manager- IM Agent App
The Pipelines section will show 2 boards- Personal and Private Pipeline- Here you will find all the pipelines that the agent has created.
Analytics on Workflow & Pipeline Automation
You can view scheduled and sent analytics in workflow automation under the engagement module and in the pipeline automation section too. These analytics will help
Select All Option in the Pipeline Stage
You can now select all cards of any particular stage of a Pipeline and perform several actions like assign agent, assign drip, move, archive, mark
Admin/Manager Access: Deal Activity Effort by Individual Agents
In Deal Activity Effort, Admin & Managers can have a stacked bar chart view of the agent activities. * Agents will be able to view
