Now you will have more options available while marking a quote in the deal card as won. If you have multiple quotes within the deal card, you will get these options for all the quotes available. 

To view the enhancement:

• Navigate to the pipeline manager

• Open a deal card

• Click on the won sign to mark the quote as won

• You need to select the label

• Mention the won date

• Mention the won description

• Click on more options

• Mention the deal category

• Mention expected premium

• Mention expected revenue

• Search and select the carrier

• You can mention any important thing in the notes section

• Enter the policy number

• Select the payment frequency

• Select the policy frequency

• Mention effective date

• Mention the expiry date

• Check the box to start “Won Deal” automation

• Check the box if you want to stop running automation