New - Activity Action Options
New Activity Action options * We have added two new actions, Force Close and Reopen to the activity action menus. * Both are controlled by Permissions To enable these, Brokers will need to go into Admin, Permissions, pick the permission groups (managers, everyone, DC, up to you), then expand bond permissions…
Activity Types
'Customer' is getting a Home insurance quote. Where: This activity will appear in Lead Management Why: To alert sales staff that there is a customer activity obtaining a quote in thru How: This activity will populate after the customer has passed the name, d/o/b and email address page in thru. Clicki…
