With the new “Add Carrier” option, users quickly select and add carriers while creating a deal. The system automatically pulls carrier details from the existing data, making it faster and easier.
Use Case: Easily assign carriers to deals during creation, improving workflow efficiency, organization, and ensuring accurate carrier tracking from the start.
To View the Enhancement:
- Navigate to the Pipelines Module.
- Then, click on the ‘Add Deal’ option from the top right corner.
- Select the Deal carriers while adding a deal.
- Click Save.
