In this article, you will learn:
7th August Release
Integrations- How To Connect Your RingCentral Account With InsuredMine?
Integrations- How To Use The RingCentral Calling Feature?
14th August Release
Engagement- How to Edit List Name
Pipelines (Settings)- Cancellation Pipeline Automation
Pipelines (Retention Pipeline)- Cancellation, Rewritten and Renewal stamping in Deal cards for renewal pipeline
Pipelines (Reports)- Lead to Quote to Close Chart in Pipelines
Sync with AMS- Manual and Automatic Sync for Contacts and Policies
21st August Release
Reports & Contacts-Filter By Lead Source And Disposition In Contacts And Reports.
Reports-Reports filter: Effective Date Range Filter in Book of Business and Created Date Range Filter in Personal Data Book
Pipelines-Customized Plecto Leaderboard
Account-New filters in Accounts filters- policy count, premium range and account type
Pipelines-Map email and mobile to the account while adding commercial for new business and new contact
Settings- Add Labels in the Mandatory Fields when adding a deal card
28th August Release
Pipelines- Select multiple cards and assign agent
Pipelines- % Change Data On Deal Card Details And Filter Range
Engagement-Clone Email Campaign
Engagement- Labor Day Template