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)
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release notes
Release Notes – March 2023
March 18 Account, Contact, Policies –Attach note added to Account to policy and contact. Account, Contact-Delete forms from contact and account 360 Engagement- Download
Release Notes – February 2023
February 25 Pipeline – Copy/Move and archive the cards from stage. Pipeline- Loss date datapoint in claim pipeline Pipeline – Close card when claim marked
Release Notes- June 2021
In this article, you will learn: 26th June Release 19th June Release 5th June Release 26th June Release Text Message- Identifying Unread Messages, Deleting messages & Recipient’s Name visibility
What’s New in 2020?
In this article, you will learn: Features & Enhancements during – November 2020 Features & Enhancements during – October 2020 Features & Enhancements during –
