In this article, you will learn:
29th May Release
- Pipeline Settings– Retention settings change in Pipeline – for AMS360 agencies (E)
- Engagement- Create list changes, Dependent changes – for AMS360 agencies (E)
- Policies- Transactions + Business Unit details – for AMS360 agencies (E)
- Engagement- Dependents data Handling – for AMS360 agencies (E)
22nd May Release
- Contact- Unsubscribe/bounce/complaint/manual handling (E)
- Pipeline Manager– All with date range for leaderboard reports (E)
- Engagement- Memorial Day Template
- Pipeline Manager- More option in Add Deal (E)
- Pipeline Manager- Multiple agents in Task in Pipeline Automation (E)
- Engagement- Map email to the existing contact in Work Email (E)
- Engagement- Workflow-list user type (E)
15th May Release
- Engagement- Multiple Select while creating a list (E)
- Integrations- New Executive and Representative filter option in List section (AMS360) (E)
8th May Release
- Pipeline Manager- Account Type Filter in Pipeline (E)
- Integrations- RingCentral Authentication (E)
- Policies- Filters in Policies and Add Xdates (E)
- Engagement- New template in Template Builder- Mother’s day
- Calendar- Duplicate Calendar events removal (E)
- Pipeline Manager- Search, Sort, and Download Lead Sources (E)
- Contacts– Handle custom fields as per agent (E)
- Contacts- Archive/ Delete card from Contact & Account 360 (E)
- Integrations- Policy and Account level changes for AMS360 (E)
1st May Release
- Pipeline Manager- Labels in marking won/lost deal (E)
- Pipeline Manager- Deal By Stages- Snapshot
- Pipeline Manager- Deals Move to Stages
- Accounts- Account Status filter in accounts (E)
- Filters- Insurance type filters (E)
- AMS 360- Default sync fields while adding a contact in AMS 360 (E)
