We are introducing a new enhancement under Single Contact Drip that allows you to stop multiple scheduled drips for Contacts and Accounts with just one
We’ve introduced a new enhancement to the Servicing Role Filter in the Create List feature. You can now filter Accounts and Contacts more precisely based
Release Date: March 25, 2025​ With our latest enhancement, you now have greater flexibility and control over managing contacts, accounts, and deal cards within the
Release Date: March 25, 2025​ With our latest enhancement, you can now select multiple contact types when creating a list in the Engagement Module. This
Release Date: March 19th, 2025 With our latest enhancement, you can now send the created list to multiple recipients directly from the List Library. Simply
Release Date: March 1, 2025​ With our latest enhancement, we have added an Agent Assignee Filter, allowing you to filter contacts with deal cards assigned
Release Date: March 1, 2025​ With our latest enhancement, AMS users can now filter contacts or accounts by Bill Method in their policies. This feature
Within the Create Lists section, after applying account or contact filters, you were previously limited to column data like Account Name, Email, Phone, and Address.
You can now create an engagement list for accounts. The filters under accounts are all, active, inactive, prospect, lead, and others. To view the enhancement: