Add columns in Contacts
In Contacts, you can add and adjust the position of the columns as per your choice and requirement. There are total 44 columns. To access
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Account and Contact Management
Information about Account and Contact Management
Bulk contact upload in Contacts
In this article, you will learn: Custom fields in CSV Upload for Contacts Custom data upload in CSV upload Uploading Contact using Excel With this
Contact & Account Architecture
In this article, you will learn: UseCase #1 UseCase #2 UseCase #3 New Contact & Accounts architecture Adding a contact Adding a contact from add
Contact 360
In this article, you will learn: Tags Bulk Data Upload Additional Features Shareable tags: Steps to share tags Send document via email form contact-360 Future
Contact details are displayed on the task detail page
Update – Tasks will now display contact information linked to any task Use case – Easier to view and communicate with the contact. Process  Â
Contact Upload with Multiple Agents
You can now upload bulk contact and assign the contacts to multiple agents at one time. To view the enhancement: Navigate to contacts Click on
Contact, Account, Policy Archived list
Description: The new feature has been introduced where now we can see the archived list for contact, account and policy. Navigation:Â Navigate to contacts module
Contacts Module
In this article, you will learn: How to add a Contact? How to Delete Multiple Contacts? Contacts Automation To Trigger Automation How to Select table
Full Contact
In this article, you will learn: To view full contact details from the Contact 360 section: To view full contact details from the Pipeline Manager
Smart Search for Contact, Policy and Account
The smart search feature is designed to ease information access of your contacts, instead of skimming through the humongous stores of data files. You can
Warning on deleting contacts
In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all
Advanced Search- Contact, Policy, Account & Deal Card
The search option has become smarter! Now you can search by name or number in all three sections- Contact, Policy, Account, and Deal Card. To
