NowCerts Momentum – Release Notes
♦ Additional Interest – Insert / Edit.
♦ Tag Categories & Tags – Insert / Edit.
♦ Interactive Reports – KPI – Leads Conversion Rate Per Agent.
♦ Interactive Reports – KPI – New Leads Per Agent.
♦ Policy Specific Lists (Lapsed, Cancelled, Recent Production, Renewals) – Added batch actions for tags.
♦ Tasks Details – Display Stages and Status summary information.
♦ Opportunities Details – Subline – Display current stage.
♦ Policy / Quote – Info Center – Carrier, MGA, Referral Source, Finance Company info at the top are now real links to the details pages.
♦ Issue Payments List – Added new search filter Paid Date.
♦ Sales Goals List – Added two new search filters – Type and Is Default.
– NowCerts