Release Date: April 26, 2025​ We’ve introduced a new enhancement in the Settings module, available exclusively for admins. This update is exclusive to admins as
With Canopy integration with InsuredMine, you can easily review your current insurance details, including your premiums, coverage limits, what’s covered, deductibles, and other important policy
In Lost Deals, just like in Won Deals, users can now specify additional required information. Admins have the flexibility to customize these mandatory fields from
Earlier, the sender list could only be refreshed following email verification. However, you now have the flexibility to delete entries based on your preferences. To
Once all policies under an account expire or cancel, the contact/account status changes to inactive. This automation automatically adds or updates the Dates for each