102 - Sales Center for Admins
This folder contains all of the articles that will help Admins on how to use the Sales Center to handle day to day tasks.
Any agency with Sales Center Leads can import a list of leads as long as it is a CSV file. Once imported, you can use Email Campaigns to send bulk campaigns...
Thu, 10 Apr, 2025 at 5:46 PM
Down below is a list of the current Sales Center Triggers in Automation Center. To learn more about all the available options in Automation Center, check ou...
Thu, 25 Jan, 2024 at 4:58 PM
With the help of the Automation Center, you can create a round robin for New Sales Center Opportunities to make sure the workload is evenly distributed amon...
Fri, 1 Dec, 2023 at 2:15 PM
Agency Insights mines your existing quote data and book of business to suggest potential opportunities your agency may overlook. You may choose to create an...
Fri, 8 Aug, 2025 at 11:13 AM