In this latest update, a noteworthy enhancement has been introduced to facilitate the selection of Line of Business (LOB) filters within the Opportunity module. Users can now conveniently choose between two distinct filtering options: the ‘Include Policy Filter’ and the ‘Exclude Policy Filter.’
Use Case: With these improvements, managing LOB filters in the Opportunity module becomes more user-friendly and efficient, allowing for greater flexibility and precision in policy selection.
Navigation:
- Begin by navigating to the Opportunities module.
- Select the ‘X-Dates‘ option.
3.Then, proceed to click on the ‘Filters’ tab.
By following these steps, you can easily take advantage of the improved LOB filter options, enabling more effective policy selection.
