Policy Form Implemented in Pipeline for HawkSoft

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.