With this new enhancement, users can swiftly view linked policy numbers associated with deals by clicking on the deal card and viewing the deal card Quick View, simplifying information retrieval and improving workflow efficiency.
Use Case: This new enhancement lets users quickly view linked policy numbers by clicking on the deal card, simplifying information retrieval and boosting workflow efficiency.
To View the Enhancement:
- Navigate to the Pipelines Module.
- Now select, Add Deal.
- A minimized window will now appear asking you to add the deal details.
- Now select to add the Policy.
- Click on Save.
- You will then get a success message: Cards Created Successfully.
- Within the pipelines, select the deal card to see the deal card view.
- Now within the Deal Card view, you will be able to view the Linked Policies number that you have added while creating a deal card.
