Agents can now enter information into the system very quickly and easily from anywhere in the system. Quick Add (+) icon is accessible from any screen to allow you to add:
- Add Contacts
- Add Deals
- Add Event
- Add Policy
- Send Email
- Send Text
- Add Activity
- Add Policy
- Add X Date
- Add Task
- Send Voicemail Drop
- Request Payment
- Get Google Reviews
- Send Handwritten Card (Thanks.io)
- Sen App Download Link
For example, an Agent does not need to navigate to the Directory to add a contact, they can accomplish this from the plus button on the top right of every screen.
