Renewal Pipeline by Division
Now within Renewal Pipeline, you will be able to create Renewal deal cards based on the division in private or shared. Use Case: Ability to
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User Preferences and Settings
Information about User Preferences and Settings
Round Robin Logic Changes
Cards Created in Private Board with Round Robin Logic: If you’ve enabled Round Robin Logic for a pipeline and selected the option to create cards
Duplicate Cards in Pipeline by Account, Contact – Merge
With our new enhancement, you will be allowed to merge duplicate deal cards by Account or Contact. If you encounter multiple deal cards with the
Add Carrier Option in Add Deal
With the new “Add Carrier” option, users quickly select and add carriers while creating a deal. The system automatically pulls carrier details from the existing
Pipelines – Filter By Stamp
You can now easily filter deal cards by status stamps like Cancelled, Remarketing, Rewritten, Renewed, or Reinstated. Use Case: Simplify your Deal Management with Status Stamp
Revenue Column In List View
Now, within the deal card under list view, we have now introduced the revenue column option, allowing you to easily track the revenue amount associated
Search Field in Assign Agent
Now, we have a dedicated search field for assigning an agent within the Deal card view and Task list. Use Case: Now, with a dedicated
Sample Email for Email Notifications
Our latest update includes a new ‘Sample Email’ preview feature in pipeline notification settings. This feature allows users to preview their email content directly before
Total Revenue as Filter in Pipeline
The Total Revenue Filter in Pipeline helps users focus on deals that meet specific revenue criteria. Users can access it in the pipelines module by
SMS, email, Files, Automation, and full timeline in Card view
Now, within the card view in pipelines, we’ve incorporated SMS, email, files, automation, and a comprehensive timeline view for more accessibility and efficiency. Use Case:
Change Account type after Deal Created
Before, when we created a deal card, we couldn’t go back and change its account type. Now, you can easily edit it by clicking on
Restrict Commercial/Personal Renewal Pipeline
Now, within the renewal pipeline, a new feature has been introduced under the policy type settings. You now have the option to enable and save
