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Pipeline

Written by rob g

Updated at June 1st, 2023

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  • Pipeline & Search Menu
  • CRM Capability
  • Integrations
  • WC Policy Details
  • Retirement Data
  • Health Data
  • OSHA
  • DOT
  • Mobile App
  • Reports
    Interactive Reports
  • Print/Export
  • Settings
  • LossRunner
  • Class/Industry Look Ups
  • Data Availability
  • User Questions
+ More

In this category:

Table of Contents

Overview



Pipeline is your main menu. It includes your saved search and groups, events and active opportunities, as well as the search menu


Latest Flags

The top menu includes a name lookup, Sorting & (flag) Filtering
The Renewal Date, last activity time and most recent note appear below the company. Click to view the Policy details
The Sub Activity button is available to the Master Account of the team plan. Clicking this button will display your Team's flagging activity and scheduled events



Flagged accounts can also be accessed in a List View from the Saved drop down tab in your Pipeline

Calendar

Follow Ups & Appointments are color-coded


Change between monthly, weekly, or daily views


We now have an Outlook and Google Calendar integration. Click here for instructions!


Saved Searches & Groups


Toggle between Searches & Groups from the top menu


Click the 'x' next to a search or group to

delete it


  Assign lists to other team members by

 clicking on this icon





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