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…
Add New Employee and Employee Set Up features
Add a new employee in the admin module The digital champion (or another user with admin permission) is the only user who can add a New User. Here is a flow of how to do that: * Select the admin module. * From the admin panel - select Employee Set up, as appears here: * The next page opens and shows th…
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…
Activity Tracker Report
Activity Tracker Report You can locate the report in the insights module, under the category of Operations. For assistance in accessing the reports in Power BI, there is an article in this Knowledge Base called Instructional Guide - Power BI Web Access. To fully understand the contents of the reports and the d…
