Highlights the latest updates and changes.
11th March Release 18th March Release 26th March Release 11th March Release Engagement-Â Account data in Create List Section Accounts-Â Intake Forms in Account 360 Pipelines-Â Custom fields
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
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
13th November Release 13th November Release Engagement- Default signature for work email Pipelines- Commission / Expected Revenue filter in Pipeline Deal Charts Engagement-Â Share Template/ Folder
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
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-
In this article, you will learn: 7th August Release 14th August Release 21st August Release ​ 28th August Release 7th August Release Integrations- How To
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
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
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
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
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
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