You can now create commercial contacts and assign them opportunities to manage your commercial sales pipeline using emailing and live chat quote proposals. We have also extended the number of insurance types the portal supports by including the major commercial policy lines.
You can create commercial contacts directly from the contact list page
Or when creating a new opportunity from the opportunities page.
Commercial contacts will be listed on the main contact list page among your personal contacts. We have also included a new filter for you to be able to exclusively select which type of contacts you want to see.