1.1 Basic Navigation
1.2 Home Page
1.3 Report Builder
1.4 Dialer
1.5 Tasks
1.6 Commissions
1.7 Calendar
1.8 Search
1.9 Create Account
1.10 Site Settings
2.1 Account Types
2.2 Side Bar & Account Header
2.3 Details
2.4 Documents
2.5 Applications
2.6 Attachments
2.7 Calendar
2.8 Email
2.9 Policies
2.10 Comments
2.11 Activities
2.12 Custom Forms
2.13 Tags
2.14 Account Owners and Editors
3.1 Users & Groups
3.2 Carriers
3.3 Custom Fields
3.4 Field Displays
3.5 Custom Forms
3.6 Email Templates
3.7 Email Campaigns
3.8 DocGen
3.9 Policies
3.10 Tags
3.11 Workflows
3.12 Commissions
3.13 Google & Outlook Integration
3.14 Calendar Integration
3.15 Data Importer
3.16 Notification Templates
Account: Add an Individual to a Group Account
Account: Create an Account
Config: Add a Custom Field
Email: Cancel a Scheduled Email
Email: Create an Email Campaign
Email: Reschedule an Email
DocGen: Create a Template Form
The Policies tab shows all policies against an account and details for each. All selectable policies are in a column on the left. Selecting one will display policy details on the right. Each policy can have its own Tags and Attachments.
Related: * Policy Setup