Information about User Preferences and Settings
Pipeline Settings Board Settings Pipeline Settings Through Pipeline Settings, you can customize the overall settings of ALL the pipelines in general. To navigate to the
In this article, you will learn: View the file and send as an email attachment You can view the file, send it as an attachment
In this article, you will learn: How to select Categories for the pipeline Select the category- Default or Custom This feature will ensure that Agents
Task Overview functionality is available for all the roles- admin and agent. It is applicable for both shared and private cards. How can you have the Task Overview, and
The Won Deal Announcement option is a crucial setting for keeping your team informed about won deals based on subscriptions. When you enable this feature,
There are several ways to add files into a deal card. Option 1: Just grab your file and drop it in the Pipeline timeline of
Description – Restrict specific policy categories during renewal automation Use Case – Renewal Automation that makes it easier if agents do not want to create
Shared Pipeline is designed to allow full staff access to the pipeline. Thus, all the deals in the Shared Pipeline will be visible/accessible to all
In this article, you will learn:​ By Default Deal Card display is based on Moved Date in Pipeline You can speed up information processing by
Now you will have more options available while marking a quote in the deal card as won. If you have multiple quotes within the deal
In Deal Activity Effort, Admin & Managers can have a stacked bar chart view of the agent activities. * Agents will be able to view
You add, edit and delete plan list from the settings section in Pipeline Manager. This plan list is only available under benefits, life and health
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