Lead Quoted Stage
Release Date: 16 April 2026 We have introduced an enhancement in the Pipeline Settings that allows users to configure the Lead Quoted Stage. This helps
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Renewal Process Change – Policy Type
Release Date:- January 6th 2026 We’ve introduced a new enhancement in the Pipeline module under the Renewal Pipeline section. This update provides additional options in
Assign card as per servicing roles in renewal pipeline automation
We have introduced a new enhancement in Renewal Pipeline Automation that allows cards to be automatically assigned based on servicing roles (e.g., Agent
Sort by Activity Date in pipeline
With our latest enhancement, we’ve introduced a new “Sort by Activity Date” option in the Pipeline module, giving users better visibility into recently updated deal
Lead Source – Deal Cards Count along with Lead Count
We’ve introduced an enhancement to the Lead Source section under the Pipeline module. You can now view Deal Card counts alongside Lead counts directly under
Pipeline – Need the option to download the report of Child Lead Source report from the Lead Source
We have introduced a new enhancement in the Pipeline module under the Lead Source section. You can now download the Child Lead Source and Deal’s
Pipeline – Sort by Deal Age
Release Date: March 25, 2025 With our latest enhancement, you can now sort deal cards by Deal Age in the Pipeline module. Simply go to
Add Tag in Add Deals
Release Date: March 25, 2025 With our latest enhancement, you can now easily add deals using the new Tags option within Add Deals! Simply enable
Action By Filter in Pipeline Timeline and Timeline for Agent and Manager
Feature release Date: February 1st, 2025 With our latest enhancement, admins can now utilize the Action By Filter in the Pipeline Timeline to view an
% Change Filter in Pipeline
Feature Release Date: 28 December, 2024 We have now added a new % Change filter within the Pipeline module for renewal pipeline type. This feature
Pipeline Timeline
Feature Release Date: 28 December, 2024 Earlier, users needed to click on individual deal card details or navigate within a specific deal card to view
Summary Field for Service Pipeline – Add deal
We’ve introduced a ‘Deal Summary’ field for the Service-type Pipeline. Now, when adding a deal card using the Add Deal option, you can include a
