This article applies to users with one of the following roles: Administrator Agency Administrator Branch Manager Agent Supplier What are Exceptions? Whilst most of your transactions will seamlessly move through your pipeline, you will get some exceptions. MoveIT will proactively identify items that may require your attention and display them in the Task Manager. You …
Category archives: Uncategorised
Referral Pipeline
This article applies to users with one of the following roles: Administrator Agency Administrator Branch Manager Agent Supplier What is the Referral Pipeline? The Referral Pipeline is the central point of MoveIT where all users are able to view any quotes, referrals and instructions that have been created. Items are organised into separate tabs depending …
Customer Screen and MoveIT “Moves”
This article describes important changes to the way that quotes and referrals are generated in MoveIT. This article applies to users with one of the following roles: Administrators Agent Administrators Branch Managers Agents The primary entry point to MoveIT and to create quotes and referrals is changing. All quotes and referrals will be created directly …
Managing Users
This article describes how you can manage users for your agency or branch using the MoveIT interface. This article applies to users with one of the following roles: Administrators Agent Administrators Branch Managers You can access the user management interface here. When you load the page you will be presented with a table of users …