Getting Started (11)
Training Sessions (82)
Report (7)
Release Notes (22)
Policies (15)
Accounts (14)
Contact (40)
Client Portal (7)
Integration (22)
Pipelines (64)
Engagement (61)
Setting (17)
Mobile Apps (13)
User Account (7)
Agency Website (6)
Support (17)
Tasklist (4)
Google Reviews (4)
Calendar (1)
Carrier (2)
Dashboard (35)
FAQ (1)
Form (13)
Document Manager (1)
Release Notes
All product enhancements, new feature release will be shared here.
Release Notes- October 2021
In this article you will learn: 9th October Release 9th October Release Navigate to specific section time in video Click blue timing links to open
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
Release Notes- April 2021
In this article, you will learn: 24th April Release 17th April Release 10th April Release 24th April Release Engagement- Lead Source Filter in List (E) Text message- Move
Release Notes – March 2021
In this article, you will learn: 27th March Release 20th March Release 13th March Release 27th March Release Integration- PL Rater Form Calendar- Connect other Calendars (E) Engagement- Add
Release Notes – Feb 2021
In this article, you will learn: 27th Feb Release 20th Feb Release 13th Feb Release 6th Feb Release 27th Feb Release Filters in workflow automation
Release Notes – Jan 2021
In this article, you will learn: Jan 30th Release Jan 16th Release Jan 9th Release Jan 2nd Release Jan 30th Release Integration – Quoterush Integration Agency
Release Notes – Oct 2020
Work Email – File attachment in forwarding email: (E) Work email – Delete in Work email (E) Payment – Take payment as logged in User and Via text message: (E)
Release Notes – Nov 2020
Pipeline – Category filter Engagement – City & State Filter in Create List Pipeline – Email notification to an agent on card re-opening Integration – Workflow and SMS sync up
