An account manager can delete the following:
-Claims
- Quotations received
- Quotations created
- Documents
- Chatroom - Comment management
- Policyholder/Lead
- Policies
- Notifications
- News & Promotions
- Renewals
- Postcard templates
Modified on: Fri, 22 Feb, 2019 at 3:53 PM
An account manager can delete the following:
-Claims
- Quotations received
- Quotations created
- Documents
- Chatroom - Comment management
- Policyholder/Lead
- Policies
- Notifications
- News & Promotions
- Renewals
- Postcard templates
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