Additional Options in Won Deal
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
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User Preferences and Settings
Information about User Preferences and Settings
Admin/Manager Access: Deal Activity Effort by Individual Agents
In Deal Activity Effort, Admin & Managers can have a stacked bar chart view of the agent activities. * Agents will be able to view
Benefits, Life and Health Plan Option in Pipeline Manager
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
Improved the Labels and Tag color palette
Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process: Navigate to Pipelines
Monthly & Yearly Goal Setting for Agents and Carriers
You can view monthly and yearly goal setting for agents, and carriers. This enhancement will help you have a sorted view. For each table, you
Opportunities
In this article, you will learn: Add deals or Assign Drip By Selecting Multiple Opportunities Select All in the Opportunities Module Add Notes in opportunities
Show checklist while importing in a deal card
Now you will be able to view all the items of the checklist while importing it into a deal card. To view the enhancement:
Unsubscribe Option in Add deal
You can now select the options for do not contact even while adding a deal card. To view the enhancement: Navigate to Pipeline Manager Click
