Information about User Preferences and Settings
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
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
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
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
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
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
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,
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
Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?
Now admin can choose which agent will receive the selected notifications. To check the enhancements: Navigate to Pipelines Click on the 3 dots icon (action) Navigate
In this article, you will learn: How to use the dial pad while on an ongoing call? Drag & Drop feature of the Calling Popup
A regular and constant follow up is required to push leads in pipelines for closing deals faster. To help maintain consistency on tasks and pipeline
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