Reconfigure Handling of Multiple Pipelines for AgencyZoom

  • In Settings, we should change this to the Default Pipeline for all Risk Profiles

  • On the Review & Send Page, introduce a Dropdown with the available pipelines. This will allow the user to designate a specific Pipeline on the Risk Profile level.

  • Leave the ability to designate New Business vs Renewal/Rewrite

We need feedback from users on if we want an option in the Pipeline Dropdown for Do Not Send (for Renewal/Rewrites) or how to handle Risk Profiles that should not be sent to AgencyZoom.

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Upvoters
Status

🧐 In Review

Board

πŸ”„ Integrations

Tags

Integrations

Date

About 1 year ago

Author

David Watson

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