There will be a two-way sync of accounts, contacts, policies, carriers and categories between InsuredMine and Sagitta. While adding accounts: The address is the mandatory
In this article, you will learn: UseCase #1 UseCase #2 UseCase #3 New Contact & Accounts architecture Adding a contact Adding a contact from add
Update – Tasks will now display contact information linked to any task Use case – Easier to view and communicate with the contact. Process
In this article, you will learn: The warning message will pop up saying: While deleting a contact, users will receive a warning message that will inform what all
On the deal card details page, you will have the linked account details To view the enhancement: Navigate to Pipelines Click on a deal
In Account360, the account logs section is added. So now if you edit or add anything to accounts the changes will be visible in the
In this article, you will learn: How to view all accounts? How to customize the table view of the accounts page? Account Status KPI Display
In this article, you will learn: Initial setup: Data Sync: Insert IM user with user Info Integration between Insuredmine and QQ catalyst for actions The
To view the account section, navigate to Contacts and click on the Account tab. The accounts are segregated into six sections- All, Active, Prospect, Inactive,
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