Description – Policy form drop-down added to Add Deal option in all modules
Process:
- Navigate to Pipelines to add a deal card. Click on Add deal.
- Scroll down to select the policy form from the Policy Form drop-down.
- Policy form can also be added under Quotes after adding a deal card.
- Navigate to Quotes.
- Click on Add quotes. It will be reflected as a policy form for the Deal card.
Note:
- The policy form field is available in the Add Deal Card option throughout the portal, such as Headers, Pipelines, Contact 360, Contact, Account 360, and Work Email, Opportunities module.
- A filter of Policy Form has been added. You can also filter deal cards based on the Policy Form.
