Patch 6.5.12

It is now possible up upload documents to the lead itself, alongside the policy documents.
- You must have upload_documents permission, or verifier or higher to view and upload.

Made filters query faster. Uses Caching and 1 query instead of multiple
Allowed omnis to edit custom fields.
Made it so that when you update the name on a lead the title in the tab bar changes with it.

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Company Info

Requester's Name

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What industry are you in primarily? Limited Medical? Medicare? Medsupp?

Do you use a particular Submission Platform such as HealthSherpa? BrokerEngage? Sunfire or Enroll123?

Are you interested in using our Dialer Functionality? If so, are you primarily Inbound, Outbound or Mixed?

Are you interested in SMS Functionality? If you are, will you be Bulk Messaging?

Are your calls primarily Sales Calls, or are they Fronts or Qualifiers for Lead Generation?

How many Agents and Administrators will be using the platform?

Is your operations based in the USA or Overseas

Will you have Advanced Technical Questions that would benefit from having a Tech on the Demo?

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