NowCerts Momentum – Release Notes
♦ Tasks – Ability to assign Work Groups.
♦ Task Categories – Ability to assign Work Groups.
♦ Tasks – Batch Action – Change Work Group.
♦ Interactive Reports – Opportunities By Disposition.
♦ Policies / Quotes List – Lead Sources (grid column & filter).
♦ Insureds / Prospects / Policies / Quotes – Batch Actions for Lead Sources.
♦ Details Pages – Lead Sources Tab.
♦ Endorsement Split – display indication for correct total, simple % calculator added.
♦ Properties – Occupied Area as a possible grid column.
♦ Referral Sources – Ability to search for Category [Not Assigned].
– NowCerts