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
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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
Pipeline Settings- Optional Premium and Revenue on Won Deal Announcement Email
Once toggled on, any team member who successfully secures a deal will have their achievement highlighted, showcasing successful deal closures with premium and revenue goals
Forwarding e-mail within Pipeline
Within the pipeline settings, we have a feature called “Forwarding Email.” This feature helps you handle emails on support issues or potential leads, making it
Add Pipeline Custom Field filter in Pipeline Module
The Pipeline Custom Field filter enhancement provides users with a streamlined method to organize and filter deals within the Pipelines module. Use Case: Optimize your
Xdate pipeline automation based on business type, commercial, Personal
The X-date Pipeline comes with a new upgrade. Now, easily trigger X-date automation for contacts and accounts based on their account type and specified X-date
Carrier filter in pipeline and master sales charts
A new filtering option called “Carrier” has been incorporated into both the Pipeline section and the master report within the sales dashboard. Use Case: Facilitates targeted
Pipeline renewal automation based on premium on policies
The latest addition to Pipeline renewal automation now gives you the capability to set the premium amount, thereby triggering the renewal automation and creating a
Renewal pipeline automation on branch level
This latest feature allows you to create renewal pipeline automations at the branch level. Please note that this feature is currently accessible for AMS360, Epic,
Card View (Summary)
In a Summary Card View you are able to view the following: Deal Name Assignee (if multiple) Deal Amount Due Date Deal Health Email Address
