April release Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 17 Oct 2023 08:03:18 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico April release Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Release Notes – April 2023 https://www.insuredmine.com/knowledge-base/april-2023-releases/ Wed, 05 Apr 2023 07:23:50 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=27167 1 April 2023 Accounts- Add/Edit account with NAICS code generated using AI for commercial accounts. Account, Contact & Engagement - Text generation using AI

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  1. Accounts- Add/Edit account with NAICS code generated using AI for commercial accounts.
  2. Account, Contact & Engagement – Text generation using AI

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]]> Release Notes- April 2021 https://www.insuredmine.com/knowledge-base/release-note-april-2021/ Tue, 13 Apr 2021 19:12:31 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6740 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 attachment to Documents under Contact 360 from Text (E) Text message- Deleting a text  (E) Pipeline Manager– Download Pipeline Cards with Stages Analytics (E) Account 360– Additional fields in Account and Handling in Upload (E) Engagement– How […]

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In this article, you will learn:

24th April Release

  1. Engagement- Lead Source Filter in List (E)
  2. Text message- Move attachment to Documents under Contact 360 from Text (E)
  3. Text message- Deleting a text  (E)
  4. Pipeline Manager– Download Pipeline Cards with Stages Analytics (E)
  5. Account 360– Additional fields in Account and Handling in Upload (E)
  6. Engagement– How to Create a list? (E)
  7. Deal Card- Days stayed on the stage for card view (E)
  8. Pipeline Automation- Draft pipeline automation (E)
  9. Pipeline Manager- Unarchive an archived deal card (E)
  10. Single Drip Campaign– Notification for Drip Campaign if already assigned (E)
  11. Forms– New UI Design for the Form module (E)

17th April Release

  1. Engagement– Assigning agents in Single Contact Drip (E)
  2. Pipeline Automation-Enable/Disable Retention Automation (E)

10th April Release

  1. X-Date Opportunity – X-Date functionalities throughout the portal
  2. Engagement– vCard/ VCF tag (Virtual Contact File) in texting and email
  3. Link–Clickable Link in Overall Portal
  4. Pipeline Manager– Select Label while adding deal card (E)

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