Information about Data Management and Reports
Release Date: March 1, 2025​ With our latest enhancement, you can now track tasks within the Deal Activity Effort section, providing deeper insights into task-related
This enhancement enables users to easily track and analyze the total card count for leads, quotes, and closed deals, improving visibility and decision-making. Use Case:Track
Now, in the Master Report within the sales dashboard, while adding multiple filters, we have the option to save and reuse the filters whenever necessary.
With our latest update to the Master Report section within the Sales Dashboard module, we’ve added a ‘Group By’ option. This feature allows you to
Now, within the Master Report, if you choose to add the Lead Source filter within the Master Report sales dashboard module, you will be able
AÂ new addition within our master reports section within the deal charts, the select table Column feature allows users to customize the view of their
In our latest addition, whenever you add or update the premium within the deal card timeline view, it will now show up within the timeline
Before, you could only select and unarchive a single deal card at a time. Now, you can select multiple deal cards in bulk to unarchive
The payment feature has been successfully integrated into the account360, contact360, and pipeline details. This will enable you to request payments for policies conveniently. Use
In the event of policy syncing issues with the Agency Management System (AMS), users can conveniently access the details within the ‘Timeline’ tab on the
 Now, it’s easier to keep track of your sales goals with the additions of extra new listings called: Account Name, Account Type, and Deal Card
In deal charts, you can now filter the charts and reports based on expected revenue by deal county and premium amount.. This process will help
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