Data Management and Reports

Release Date: July 3, 2026 Overview We have introduced a new enhancement under the Pipeline module that automatically populates the Servicing Roles from the associated

Release Date: 13 May 2026 We have introduced a new Expected Closing Date filter in the Pipeline module. This enhancement allows users to filter pipeline

We have introduced a new enhancement in the Pipeline Module. Now, the Account Address option is available in the Select Table Column of the Master

Release Date: March 1, 2025​ With our latest enhancement, you can now track tasks within the Deal Activity Effort section, providing deeper insights into task-related

Now, in the Master Report within the sales dashboard, while adding multiple filters, we have the option to save and reuse the filters whenever necessary.

With our latest update to the Master Report section within the Sales Dashboard module, we’ve added a ‘Group By’ option. This feature allows you to

Now, within the Master Report, if you choose to add the Lead Source filter within the Master Report sales dashboard module, you will be able

A  new addition within our master reports section within the deal charts, the select table Column feature allows users to customize the view of their