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Release Notes (28)
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Integration (36)
Pipelines (100)
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Release Notes
All product enhancements, new feature release will be shared here.
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
Release Notes- July 2021
Latest Release List 31st July Release 3rd July Release 31st July Release Pipelines (Deal Card)- By Default Deal Card display is based on Moved Date
Release Notes- June 2021
In this article, you will learn: 26th June Release 19th June Release 5th June Release 26th June Release Text Message- Identifying Unread Messages, Deleting messages & Recipient’s Name visibility
Release Notes- May 2021
In this article, you will learn: 29th May Release 22nd May Release 15th May Release 8th May Release 1st May Release 29th May Release Pipeline
