All information about a Configuration
In Lost Deals, just like in Won Deals, users can now specify additional required information. Admins have the flexibility to customize these mandatory fields from
 The latest enhancement allows administrators to grant access to agents based on specific account types. This feature enables agents to create accounts tailored to their
The latest enhancement introduces the addition of the “Deal Category” field as a mandatory field for won deal restrictions within the settings. This update ensures
The latest enhancement includes the addition of a “Revenue” option within the Mandatory fields for both adding and marking deals as won. This update allows
The latest update includes a new feature within the “Restrictions” section that allows users to designate specific agents with permission to delete an account. Use
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In this article, you will learn: Access Manager – New Look Where can you find the Access Manager? Terminology and fields in Access Manager Using
Previously managers, by default, had access to all of the users within an agency. Now, from the admin account, a manager can be assigned to
In this article, you will learn: Data Access to all agents (On Request) Edit Access – Report, Deal card, Template, Contact InsuredMine Agency Portal user
Description: The new feature has been added where when we are deactivating any agent then we will get an option to add the reasons for
Admin can restrict edit or delete notes action for selected agents. Â To view the enhancement: Â Navigate to settings Click on restrictions Scroll to
The admin can revoke bulk action features in Pipeline, Contact, and Tasklist for any specific agent or all agents. To grant or revoke bulk action
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