In our latest addition, whenever you add or update the premium within the deal card timeline view, it will now show up within the timeline view of the deal card.
Use Case: Immediate visibility of premium updates within the deal card timeline view.
To View the Enhancement:
- Navigate to the pipelines module.
- Then, click on any Deal card to view its details.
- Click on the premium of the deal card to update the premium within the quote.
Once you update the premium in the Quote:
- After updating the premium in the quote, add or update the quote if necessary, and click Submit.
- A pop-up notification will appear: “Success Quotes updated successfully.”
- You can view the details of the premium update in the Timeline tab within the deal card view.
Note: Even if you update the premium in Quote 1 or Quote 2, the details will be successfully updated and reflected in the timeline.
