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
released items
Release Notes- March 2022
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
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-Â 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
