Information about Opportunity filters
Feature Release Date: 28 December, 2024 A new CSR option has been added to the Group By feature within the Opportunities module for Renewals, X-Dates,
An enhancement has been made to the Opportunities section, introducing the capability to group by X-Date based on Agent, Executive, and Representative roles. This allows
In this article, you will learn: Contacts Opportunities CSR list filter added in Contacts and Opportunities. Group by Filter Contact Filter Enhancement Contacts The Contacts
In this latest update, a noteworthy enhancement has been introduced to facilitate the selection of Line of Business (LOB) filters within the Opportunity module. Users
InsuredMine is SOC 2
Type II Certified
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
3400 N Central Expy Ste #110 - 323 , Richardson, TX 75080
Most Search: Ams360Release Notes
