3rd February
- Accounts – Automate NAICS code on Commercial Account Creation
- Contacts – Select Contact and Create List
- Dashboard – Multiple Pipeline Selection from all Sales Reports
- Dashboard – Expected Closing Date Filter in Master Report
- Dashboard, Pipelines – Account Name, Account Type, Look Up code & Deal card Type for Sales Report
- Engagement – Preview Text in Workflow Automation, Pipeline Automation, SCD, Email Campaign
- Engagement – CSR Name, CSR email, CSR phone Tag in WF, Pipeline, SCD, campaigns
- Engagement – Share Sent Email Campaign Template
- eSignature – Client signing: Success email excludes agent notification
- Forms – Label-Field Mapping in Form Automation
- Forms – Map Deal Category to Form Field
- Notice Board – Read/Unread Notice Board Handling
- Pipelines – Pipeline Automation Filter by Label
- Policy – ICO and PPC Customization
- Reports – Sync Tracker Analytics Counts
- Settings – Edit Sender List
- Settings – Mandatory fields in Lost Deal similar to the Won deal
- Tasklist – Link Policies to Tasks