PulsePoint / MSPWare

Post announcements to the dashboard to be viewed by office staff and sales users

Company Announcements

Add, edit, remove, activate and deactivate entity options in the application menus, "Shortname" and "Entity"

Applications proceed through a series of statues prior to being sent to underwriting. You can edit the settings for each status

Build out your own in-house document library

Create sub-divisions to compartmentalize users, their data, and admin access to data

Set what lead statuses can be assigned to leads

Review these articles to know how to configure the system for your company

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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