In the event of policy syncing issues with the Agency Management System (AMS), users can conveniently access the details within the ‘Timeline’ tab on the deal card.Â
Use Case: This simplifies the process of identifying and resolving any encountered problems.
To View the Enhancement:
- Navigate to the pipelines module.
- Click on any deal card to view its details.
- Then, click on the timeline tab to view policy sync error details with AMSs.
