In Settings, we should change this to the Default Pipeline for all Risk Profiles
On the Review & Send Page, introduce a Dropdown with the available pipelines. This will allow the user to designate a specific Pipeline on the Risk Profile level.
Leave the ability to designate New Business vs Renewal/Rewrite
We need feedback from users on if we want an option in the Pipeline Dropdown for Do Not Send (for Renewal/Rewrites) or how to handle Risk Profiles that should not be sent to AgencyZoom.
This post was merged into
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David Watson
Over 1 year ago

David Watson