In this article, you will learn: Selecting Multiple categories for line of business in Policy, Pipeline Manager, Reports and Opportunity modules. To add multiple policies,
In this article, you will learn: Examples of triggers: Examples of Actions: Assignee for Pipeline Automation How to get to the automation section from Pipeline
Description – Disable Category and Carrier in the agent view Use case – Admins can now restrict specific or all agents from adding Category and
Category filters will help to have a view of all the deal cards that will fall under the selected category. How to access category filters?
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