You can now create an engagement list for accounts. The filters under accounts are all, active, inactive, prospect, lead, and others.
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To view the enhancement:
Navigate to Engagements
Click on lists
Select the list source as accounts by clicking on the drop-down
Select type- all, active, inactive, prospect, lead, or others
Click on apply
The list of accounts based on the filter applied will be displayed below.Â
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You can also apply more filters
To add more filters click on Add New Filter
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Further, you can trim your list by selecting the name of agent/branch, states, tags, department, division, exclude policy category, exclude tags, executive, group, include policy category, insurance type, policy carrier, policy expiration, representative, X-dates.
For example, if you have selected an agent, then click on the drop-down given at the side and select the agent’s name, you can select all too. Once done click on apply.
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In this way, you can add multiple filters.Â
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In case you select Prospect, Lead, and Others under Accounts you will not find any policy-related filters in add more filter section as these accounts do not have any active or inactive policy.Â
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The tag filter will help you create a list of all the accounts with the particular tab.
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