Month: November 2021

New features and additions for Momentum as of November 04, 2021

Today we have a release with some new features and additions for Momentum. Here is the list of changes included today:   Added batch action ‘Remove Agents’ – for Policies, Quotes, Insureds, Prospects, Tasks, Opportunities. Added batch action ‘Replace Agent’ – for Policies, Quotes, Insureds, Prospects, Tasks, Opportunities. Batch Change Agency Address – ability to set …

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