The content on this page is under development as part of a beta test for a new and upcoming feature. Please note, we currently do not have a definitive release date for this new feature. If you are participating in the beta test and you have questions or feedback, please submit your questions in the beta feedback portal. Thank you.
What is covered
- How to associate sales opportunities with policies
- How to submit feedback during Sales Pipeline beta
- What's coming next in the Sales Pipeline release schedule