In this article, you will learn:
20th Feb Release
- Pipeline Settings- Goal Setting for broker fee (E)
- Pipeline Settings- Goal settings (activity)-notes, calls, tasks, emails
- Notification- Daily Recap- Email Notification and Subscription– Agent Wise and Pipeline (E)
- Pipeline- Policy data if the deal card is created for an active client
- Engagement- Campaign from the agent mapped to contact (E) (Exclusively for AMS 360 users)
- Automation- Retention pipeline setting to mark the card as won/archive in case of prior policy (E)
- Integrations- Promo Referral Link for Sign up in Setting- Thanks.io and Voicedrop (E)
13th Feb Release
- Pipeline – Stage Change Restriction if checklist not completed
- Pipeline – Deal cards events Notification handling – Subscription
- Google Review – Upgrade- Google My Business OAuth and Reviews
- Settings – User Management- Process to Add, Edit, Delete or Remap Agent
- Calendar – Other Events Markup (E)
- Policy – Future Policy in Reports, Contact 360, Account 360 (E)
- Tag – Nickname and Salutation tag (E)
- Data – upload via excel Contact and create list (E)
- Carrier – Auto-merging of carriers and undo merge in the carrier section (E)
- Categories – Merge and undo merge in categories section (E)
- Contact- Send document via email form contact-360 (E)
- Policy Renewal Automation– Carrier tag (E)
- Account 360- Select Column Table (E)
- Work Email Contact – Add Contact (E)
- Tranzpay – Date Filter Data in Tranzpay dashboard(E)
- Call – Twilio Voice Mail
Feb 6th Release
- Pipeline – Manage multiple LOB in a Deal Card
- General – Shortcuts for quick Action
