Information about User Preferences and Settings
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
Update – Increased the color choices while adding labels. Application – Easier to segregate the labels and track the pipeline process Process:Â Navigate to Pipelines
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
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
Now you will be able to view all the items of the checklist while importing it into a deal card.  To view the enhancement:
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
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