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
