July Updates

- Turn off email notifications of text message replies: If you do not wish to receive email notifications when a household replies to a text message, you can shut this off on your My Account Settings page. 

- Change the Group State of a household between Leads, Awaiting Quote, and Reviewed Quote. Learn More >

- Workflow Settings (Agency Owner Only): decide what days/times workflow actions get sent out! Learn More >

- Mark a sold quote as CANCELED - With being able to mark policies as canceled in MVP, you will be able to move households back to a prospect or a lead. Learn More >

- Mass assign households from deactivated team member: When deactivating a staff member's account, you will be given the option to set their households to Free Game OR assign all households to another staff member(s). Learn More > 

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