Release Date: 15th November, 2024
With our latest enhancement, if you have a synced policy present in the deal card, the notes of that deal card will be synced by associating it to that particular policy. Previously, all the notes could only be synced and associated at the account level. But now, within the deal card, if a policy is attached and synced, all notes from the deal card will be synced and associated under the policy level within Epic. This makes it easier to keep everything organized and track important details.
Note:After adding a synced policy to the deal card, any subsequent notes added within the deal card will need to be manually synced, regardless of whether Auto/Manual Sync is enabled.
To View the Enhancement: 👇
Use Case 1: If we have a synced policy in a dealcard, the notes of that dealcard will synced by associating it to that particular policy.
For Example:
- A policy present within the Deal-card as shown in the image above 👆.
- Just in case: Verify if the policy is synced within the deal card. Click on the policy number to check if the policy is synced with Epic.
Deal-Card Notes Sync to its associated Policy:
- Now, click to add any notes or sync the existing ones within the deal card by clicking on the manual sync button.
- Notes Synced Successfully.
(Epic View after Note’s Sync):
Use Case 2: Lets say, If no policies are present, or if a policy is present but not synced, the notes will then be synced associating them with the account.
