- Pipeline Manager – Pipeline Leaderboard
- Pipeline Manager – Notifications subscription handling
- Pipeline Manager – Single contact drip trigger Add Category & Add Label
- Pipeline Manager – Intake Form – upload/add files
- Pipeline Manager and Contacts – Add Lead Source
- Contacts – Select mandatory field for Add Contact
- Contacts – Filter by CSR
- Contacts – Thanks.io, Payment transaction in Contact360
- Tasklist – Search contact by name, filtered views saved, download Tasklist
- Engagement – SCD – Define send triggers, Analytics
- Engagement – Automation – Email notification to Agents
- Engagement – Automation List for Admin Manager
- Engagement – Automation – Add Skip weekends
- Engagement – Segmentation Create List
- Engagement – Notification for Shared Email template
- Engagement – Notification for Card and Task Due
- Engagement – Unsubscribe options and preference
- Engagement – Work email – Sync Contact, Forward Email
- Engagement – Work email contacts – Add deal
- Engagement – Skip weekend, Reply to, Include Time in email campaign
- Engagement – Tags implementation in Subject Line, new tags added
- Engagement – Bad Email tracker
- Automations – Automation: Task assigned to Agent
- Mobile App – Download Notification to Agent
- Form Builder – Actions- (Share, Edit, Copy & Delete) Forms
- Form Builder – Use templates, View Response, email notifications
- AMS – Suspense handling in AMS360
- Access – Data availability to all agents
- Google Review – Client Pulse link on website and signatures, NPS User List
- Payment – Pending Payment reminder
- Client Pulse – Pending Review Automation
- Access Manager – New Look
Additional Notes: Backend Activities
- Implemented complete logs monitoring tools, APIs response time and resource usages monitoring tools and real-time metrics of the backend resources
- Changed the architecture for the won/lost in which there were some changes in 84,000+ pipeline cards
- Lead Sources changes and created unique IDs for these so that these could be reused (Dropdown of Sources in Pipeline)
- Campaign server stabilization. Before triggering any email from the system it will check in a list of 100,000+ list of bad emails. In this, we ran a script into 10,000,000+ records and filtered out all the bad emails. It has improved the deliverability and the trigger timing.
