In this article, you will learn:
26th June Release
- Text Message- Identifying Unread Messages, Deleting messages & Recipient’s Name visibility to Admin(E)
- Engagement- AMS User Type filter in list (exclusively for AMS360 users) (E)
- Pipeline Manager- How to select multiple deal cards and perform the following actions- Delete, Won, Lost, and Move?
- Engagement- Independence Day (July 4th) Email Template
- Google Reviews- Business location access for Admin & Agents and Date Range Filter(E)
19th June Release
- Pipeline Manager-How to Move Sms Attachments to User Documents
- Carriers- How to remove carriers from the carrier list? (E)
- Categories- How to remove categories from the category list? (E)
- Integration- EZLynx data upload from Portal
- Landing Page- Set Pipeline Leaderboard as Default Landing Page
- Contacts- Add task for multiple contacts
- Integration- Fields and Filters for Business Unit Fields (AMS 360)
- Contacts- Add tag and disposition in contact automation trigger (E)
- Contacts-Automation unsubscribe and handling (E)
- Accounts- Syncing process of primary and secondary contacts from InsuredMine portal (for AMS360 users)
- Accounts- Primary Contacts, Relationships & Policy Handling
- Pipeline Manager- Pipeline cards create by CSV upload
- Engagement-Including Secondary/Additional contacts while creating a list for campaigns for AMS 360
- Integration- Mapping of Relationship datapoint from AMS
- Tasklist- How to create a new task while marking a task as done?
- Tasklist- Added Columns in the Task List (E)
5th June Release
- Tasklist- Map External Contact in Task (E)
- Work Email- Attach a task to a work email
- Pipeline Manager- Final action Won/Lost or Final Action Close (E)
- Accounts- Add /Edit Account with X-date, tags and sort by filters
- Settings-Edit Access – Report, Deal card, Template, Contact (E)
- Engagement-Send to more in email templates (E)
- Forms- Creating a contact from a submitted form
- Engagement-Workflow Changes – Select agent, redirection, send to myself logic (E)
- AMS360 Integration-Policy, Account Level and Contact changes for AMS360 agencies (E)
- Pipeline Manager- Quote to close cards
