Process is drives your business success. Having the right number of stages provides greater control to your processes.
Therefore, we've added two new stages to the pipeline. These stages by default are titled Document Received and Document Verified. Stages that would help brokers running teams and setting potential start and end of processes simply by dragging a tile into the column.
As always, these columns can be renamed, and their visibility can be toggled, by clicking on the pencil icon on any of the pipeline headings.
Thank you for choosing our platform as your partner in success. If you have any questions or feedback, please don't hesitate to reach out to our customer support team via support@effi.com.au
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