Getting Started (13)
Training Sessions (82)
Report (18)
Release Notes (37)
Policies (24)
Accounts (47)
Contact (82)
Client Portal (7)
Integration (41)
Pipelines (139)
Engagement (103)
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 (6)
eSignatures (25)
IMUG (3)
settings
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
Restrict outbound texting within a time range
Description: Schedule texts sent to clients. If the text is sent after the specified time, it will be sent the following day for the time
Category and Carrier in the Restriction Settings.Â
Description – Disable Category and Carrier in the agent view Use case – Admins can now restrict specific or all agents from adding Category and
Session activity timeout setting
The session timeout determines the time a user can remain idle before the session is terminated and the user must log in again. Admin can
Add xDate Automation for Inactive Clients
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
Print Timeline
Now you can download the deal card timeline. The download will be in pdf format and will include the deal card name and deal cardtimeline.Â
Settings Module
The settings module can be accessed from two locations. Either, you click on the User icon and click on settings, or you can directly navigate
Action
The 3 dot icon in the Pipeline will lead you to all the major functionalities/ actions that are necessary to set the pipeline as per
