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New View Prospect Page
New View Prospect Page
Justin Coscarella avatar
Written by Justin Coscarella
Updated over a week ago

XILO has updated the "View Prospect" page!

Here are the main changes:

1. "Main Contact" information can be edit so you can update information on your XLIO Dashboard.
โ€‹*It is important to note that this will not update information in your linked Rater or AMS.

2. New design of data submitted on XILO forms.

3. Individual "Task History" log to easily see the status of integrations.

4. Quick access to uploaded documents.

5. Additional notes section.

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