Release Notes – August 2026

12th August 2026

1. 1. Pipelines – Add Cards Option to Lost Deal Reason and Deal Conversion on Pipeline Dashboard
   2. Settings – Agency Level SSO Management with Agent Level Customization
   3. Accounts – Active commission Filter Range on Account and Contact Module
   4. Accounts – Created Date Filter in Accounts

21st August 2026

1. Pipelines – Awaiting Reply Indicator for Email & Awaiting Reply Filter

25th August 2026

1. Forms – VIN Data Enrichment and Mapping in Forms
2. Forms – Upload File And Data Enrich And Map Data For Form Submission
3. Pipeline – Ability to Filter using Servicing Roles in Pipeline
4. Pipeline Dashboard – Sales Goal – Multiple Pipeline Selection
5. Account –  Account Sync from IM to HS

27th August 2026

1. Account,Contact,Pipeline,Policies,eSignature – Rename The Files While Uploading 
2. Reputation – Download Google Review from Reputation Module