Customer Suggestions

As a user, I would like to be able to add a lead/new contact to the Pipeline with only an email or phone number. Currently, both fields are required to create a new lead.

As a Fuse user, I would like the ability to launch sequences separate from the full campaign. Sometimes I need to apply edits or launch just one sequence but I am working on another sequence with edits are not ready yet. I would like this to be on the sequence page for easy access. I also have a complex campaign that I must launch the campaign and then pause some sequences to unpause them in the future. This update would allow me to launch At Launch sequences independently without creating separate campaigns for each which would be ideal.

This client would like the ability to disable activity data syncs for certain campaigns or broadcasts to avoid spam in their management system.

As an agency manager, I want to run reports on my pipeline so that I... * Know which agents are performing well * Where deals are lost in the sales process * If we will hit our quota this month or not * Total premium in each stage of the pipeline * Average closing rate of each stage in the pipeline * Closed lost reason tracking, so that I can see why we lose deals over time * Track conversion rate by lead source, so I know where to focus on the front of the funnel

As a Fuse user, I would love clear segmenting for bound customers and those with currently effective policies. Currently, searching for Bound and active customers by using the Advanced rules but it is not clear which option to use. A customer becomes an active account as soon as they have a bound policy but it is not clear how to sort for bound vs effective accounts since they both show as "Active" status accounts on Fuse.

As a Forge User, it would be beneficial to have added security for the forms of customers if there were MFA on our accounts for added security.

As a Fuse Pipeline user, I use each lead to track multiple opportunities. Because of this, it would be helpful if the leads could be assigned to multiple employees instead of just one.

As a Fuse user, it would be helpful for Manager-level users to receive e-mail notifications when campaign-generated texts are responded to by their customers. Currently, this only happens if someone is an Assignee on the account.

As an Epic user, I would like the Life and Health checkbox to be supported in Fuse as the Benefits one is not used for these types of clients. This would allow for easier segmentation of the clients in Fuse.

As a Fuse Pipeline user, I would love to use the due dates as a reference point similar to a specific date sequence for when communications should be sent out to Customers. For example, the due date is x number of days in the past or Future. This would allow for an internal reminder to agents that a due date is approaching or has passed.