user preferences

Assign card as per servicing roles in renewal pipeline automation

We have introduced a new enhancement in Renewal Pipeline Automation that allows cards to be automatically assigned based on servicing roles (e.g., Agent

Pipeline Settings- Optional Premium and Revenue on Won Deal Announcement Email

Once toggled on, any team member who successfully secures a deal will have their achievement highlighted, showcasing successful deal closures with premium and revenue goals

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user preferences

Assign card as per servicing roles in renewal pipeline automation

Pipeline Settings- Optional Premium and Revenue on Won Deal Announcement Email

Email

Phone

Our Location

Platform

Features

Resources

Modules
(6)

How-tos
(4)

Best Practices
(4)

Release Notes
(0)