Now, a new feature has been introduced whereby, if any email campaigns are running, you can opt out of each of the marketing and transactional
Now, easily consolidate communication by mapping emails to relevant accounts. Just click on the ‘Add email to an existing account’ option to map the email
The payment feature has been successfully integrated into the account360, contact360, and pipeline details. This will enable you to request payments for policies conveniently. Use
We’ve introduced a dedicated search bar within the Accounts and Contacts sections, facilitating the process of merging multiple accounts and contacts that share identical email
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