In this article you will learn:
5th December Release
- Dashboard- Multiple Dashboard Feature
- Dashboard- Contacts by Policy Count Widget on the Dashboard
- Engagement- Dependent Handling in Birthday Workflow Automation
- Pipelines- Pipeline Card Detail Customization – Rearranging left modules & activity modules
- Pipelines-Round Robin Enhancement
- Pipelines- Retention Changes in Add Deal
- Text Message- Incoming Text Notification Enhancement
- Accounts- Add Deal, and Task from Account360 and Account Name Field in Tasklist
18th December Release
- Settings-Â Tags and Labels Restrictions for Agents
- Settings-Â Sub-modules (based on feature) Access Restriction for Agents
- Settings (AMS 360)-Â Manual Sync of Activities in AMS360
- Pipelines-Â Monthly Production report for Last 12 Months Won & Lost
- Accounts-Â Add Files and Notes in Account 360
- Engagements-Â Share Templates and Template Folders with Read /Write Capabilities
- Forms-Â Form Submission- Lead Source Name Availability & Customized Response
- Forms-Â Form Submission Count in Form List
- Get Started-Â Scheduler Link in Get Started
- Engagement-Filter in Text Message Module
- Pipelines-Â Forward and Backward Navigation from Card Details
- Policies-Â Policy Premium Transaction Enhancement
- Dashboard-Â More Actions in Contacts by Policy Widget
- Account, Contact & Deal Card- Edit Notes in Account360, Contact360, and Deal Card
