Getting Started (13)
Training Sessions (82)
Report (19)
Release Notes (40)
Policies (25)
Accounts (49)
Contact (84)
Client Portal (7)
Integration (40)
Pipelines (139)
Engagement (104)
Setting (42)
Mobile Apps (14)
User Account (7)
Agency Website (6)
Support (16)
Tasklist (8)
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Calendar (3)
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FAQ (1)
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released items
Release Notes- June 2022
4th June Release 12th June Release 18th June Release 4th June Release Forms- Deal Category Mapping in Form Automation Engagement- Task & Reminder Analytics in Workflow Automation
Release Notes- March 2022
11th March Release 18th March Release 26th March Release 11th March Release Engagement- Account data in Create List Section Accounts- Intake Forms in Account 360 Pipelines- Custom fields
Release Notes- January 2022
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
Release Notes- November 2021
13th November Release 13th November Release Engagement- Default signature for work email Pipelines- Commission / Expected Revenue filter in Pipeline Deal Charts Engagement- Share Template/ Folder
Release Notes- October 2021
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
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
