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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)
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Form (32)
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Restrictions
Edit restriction for PL Rating, QuoteRUSH, and TurborRater forms.
Description Edit restrictions are placed on forms created using the PL Rating, QuoteRush, and TurboRater form templates. Benefit- The new feature of edit restrictions on
eSign delete restriction
Description: Admin can restrict the agents\’ access to the eSign delete option, allowing the agent to do so only if they have access to delete
Category and Carrier in the Restriction Settings.
Description – Disable Category and Carrier in the agent view Use case – Admins can now restrict specific or all agents from adding Category and
Restriction: Bulk action – Pipeline, Contact, Tasklist
The admin can revoke bulk action features in Pipeline, Contact, and Tasklist for any specific agent or all agents. To grant or revoke bulk action
Lead Source and Download Reports Access Restrict
Admin can restrict agent access to Lead source and download reports. To view the enhancement: Navigate to settings Click on restrictions Search for the agent
