October release Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Tue, 17 Oct 2023 08:02:26 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico October release Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Release Notes- October 2021 https://www.insuredmine.com/knowledge-base/release-notes-october-2021/ Mon, 11 Oct 2021 11:21:20 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=14381 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 Click blue timing links to open video in new tab, or slide the above red video progress bar to your desired time.1. Engagement: How to Stop and Restart Campaign – […]

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In this article you will learn:

9th October Release

Click blue timing links to open video in new tab, or slide the above red video progress bar to your desired time.
1. Engagement: How to Stop and Restart Campaign - 0m13s
2. User Settings: Lead Source and Download Reports Access Restrict - 1m42s
3. User Settings: MFA Integration - 2m35s 
4. Contacts: Contact Upload with Multiple Agents - 4m30s 
5. Pipelines: Admin Access: Deal Activity Effort by Individual Agents - 5m56s
6. Pipelines: Win Probability Percentage in Deal Stages and Deal Chart - 7m22s 
7. Pipelines: Pipeline Cloning - 8m25s 
8. Reports: Filter by Policy Status in Book of Business Report (AMS360 only at this time) - 9m19s 
9. Integration: QuoteRush credentials handling for the agents - 10m39s
 
 

SHOW LESS

 
 

  1. Engagement: How to Stop and Restart Campaign 
  2. User Settings: Lead Source and Download Reports Access Restrict
  3. User Settings: MFA Integration
  4. Contacts: Contact Upload with Multiple Agents
  5. Pipelines: Admin Access: Deal Activity Effort by Individual Agents
  6. Pipelines: Win Probability Percentage in Deal Stages and Deal Chart
  7. Pipelines: Pipeline Cloning
  8. Reports: Filter by Policy Status in Book of Business Report (AMS360 only at this time)
  9. Integration: QuoteRush credentials handling for the agents

23rd October Release

  1. Contacts- Folder for Documents in Contact 360 View
  2. Contacts- Notes with Files in Contact360 and Pipeline Card
  3. Contacts- Forward Email from Deal Card and Contact360
  4. Pipelines- Multiple Intake Forms In Deal Card
  5. Pipelines- Add Won/Loss Deal Automation in Pipeline Manager
  6. Pipelines- Pipeline Automation has a New Look
  7. Pipelines-Inactivity of Cards in Pipeline Manager
  8. Settings- Get started
  9. Opportunities- Monoline & Cross-Sell Policies
  10. Engagement- Templates have a New Look
  11. Work Email- Work Email Changes

30th October Release

  1. Account- Deals, files, notes, tasks in Account details 
  2. Contact- Manual sync doc, tasks & notes
  3. Form- Form Notification for Representatives and Executives 

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