Getting Started (12)
Training Sessions (82)
Report (11)
Release Notes (31)
Policies (18)
Accounts (36)
Contact (70)
Client Portal (7)
Integration (40)
Pipelines (109)
Engagement (85)
Setting (32)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (6)
Google Reviews (6)
Calendar (3)
Carrier (4)
Dashboard (38)
FAQ (1)
Form (26)
Document Manager (1)
Opportunities (2)
Work Email (5)
Agent App (6)
eSignatures (8)
IMUG (3)
Release Notes
All product enhancements, new feature release will be shared here.
Release Notes- August 2022
13th August Release 20th August Release 13th August Release Pipelines- Select Multiple Files And Send Email In The Deal Card, Contact360 And Account360 Pipelines- Lead Flow Text
Release Notes- July 2022
2nd July Release 23rd July Release 30th July Release 2nd July Release Contacts- Add Call log in Call section in Communication Page Pipeline Manager- Quoted Date in Deal
Release Notes- June 2022
4th June Release 12th June Release 18th June Release 4th June Release Forms- Deal Category Mapping in Form Automation Engagement- Task & Reminder Analytics in Workflow Automation
Release Notes- May 2022
4th May Release 14th May Release 4th May Release Integration- AMS360 business unit tags Engagement- Bulk Texting Draft Engagement- How to Stop & restart a bulk text campaign?
Release Notes- April 2022
2nd April Release 30th April Release 2nd April Release Integration- Download Accord XML file for HawkSoft agencies Forms- New Fields in Form Automation Forms- Share
Release Notes- March 2022
11th March Release 18th March Release 26th March Release 11th March Release Engagement- Account data in Create List Section Accounts- Intake Forms in Account 360 Pipelines- Custom fields
Release Notes- January 2022
15th January Release 22nd January Release 29th January Release 15th January Release Contacts- Logs in Task Pipeline Manager- Benefits, Life, and Health Plan Option in Pipeline
Release Notes- December 2021
In this article you will learn: 5th December Release 18th December Release 5th December Release Dashboard- Multiple Dashboard Feature Dashboard- Contacts by Policy Count Widget on the
Release Notes- November 2021
13th November Release 13th November Release Engagement- Default signature for work email Pipelines- Commission / Expected Revenue filter in Pipeline Deal Charts Engagement- Share Template/ Folder
Release Notes- October 2021
In this article you will learn: 9th October Release 23rd October Release 30th October Release 9th October Release Navigate to specific section time in video
Release Notes- September 2021
In this article, you will learn: 4th September Release 18th September Release 25th September Release 4th September Release Tasklist- Tasklist Filter by Deal Cards Engagement-
Release Notes- August 2021
In this article, you will learn: 7th August Release 14th August Release 21st August Release 28th August Release 7th August Release Integrations- How To
