All new feature releases and enhancements to current features during the month of May 2020
- Zapier integration
- Tranzpay Integration
- Round robin for deal card allocation in Pipeline
- Renewal Pipeline Automation
- Share and download file in Pipeline manager
- Sorting dealcards within Stage
- Checklist on Pipeline View
- Restricted Pipeline Access
- Copy Dealcard to another pipeline
- Checklist templates moved from Settings to the pipeline manager
- Dashboard – Smart search includes phone no.
- Change Pipeline in Deal Charts
- Edit Templates in Template Builder
- Change Admin access account and architecture
- Disposition in contacts
- X dates for contacts
- Calendar analytics
- Business Card in Public Profile
- Life Insurance Intake Form
Additional Notes: Backend Activities
- Implemented complete logs monitoring tools, APIs response time and resource usages monitoring tools and real-time metrics of the backend resources
- Changed the architecture for the won/lost in which there were some changes in 84,000+ pipeline cards
- Lead Sources changes and created unique IDs for these so that these could be reused (Dropdown of Sources in Pipeline)
- Campaign server stabilization. Before triggering any email from the system it will check in a list of 100,000+ list of bad emails. In this, we ran a script into 10,000,000+ records and filtered out all the bad emails. It has improved the deliverability and the trigger timing.
