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Managing policy data is easier by providing restricted access for deleting policy information. The admin can control access for making changes, deleting, canceling, or reactivating
Description: Admin can restrict the agents\’ access to the eSign delete option, allowing the agent to do so only if they have access to delete
Admin can restrict agent access to Lead source and download reports. To view the enhancement: Navigate to settings Click on restriction Search for the agent
Now admin/ managers can restrict access to create tags or labels for their agents. To view the enhancement: Navigate to Settings Click on Restrictions Move
You can enable or disable restrictions for any module access for all agents at a time. This restriction will be available for Contact Delete, Dealcard
In this article, you will learn: Mandatory fields for Add Deals Mandatory fields for Add Contacts Add Labels in the Mandatory Fields when adding a
Now you can set mandatory fields that need to be filled while marking a deal card as won. Admin can set these fields from the
The session timeout determines the time a user can remain idle before the session is terminated and the user must log in again. Admin can
Now you can mark any custom field as mandatory while creating or updating the pipeline. These fields will be reflected while adding a deal card
Description – Disable Category and Carrier in the agent view Use case – Admins can now restrict specific or all agents from adding Category and
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