View Recently Deleted Households
Easily view any recently deleted households from the MVP Sidebar.
Automatic Workflow Assignment for Households Marked as Quoted or Sold
You can automatically assign a workflow when you mark a household as Quoted or Sold. This is the perfect opportunity to assign a Customer Onboarding workflow and cross-sell life!
Bulk Delete Households from Call View Page
To delete multiple households from your call view page you can use the Delete Households option. You can pair this with any of our other filters such as filter by Marketing Source, if you imported something that you no longer want in your MVP account.