In this article, you will learn:
- Features & Enhancements during – November 2020
- Features & Enhancements during – October 2020
- Features & Enhancements during – August 2020
- Features & Enhancements during – June/July 2020
- Features & Enhancements during – May 2020
- Features & Enhancements during April 2020
- Features & Enhancements during February 2020
- Features & Enhancements during January 2020
With our technology team trying round-the-clock to improve customer experience, new features are added frequently to the app and/or the agency portal. Please be sure to check out this section for any and all additional features that will be added each month. We will also send you notifications about any new features added.
Features & Enhancements during – November 2020
- Pipeline – Category filter
- Engagement – City & State Filter in Create List
- Pipeline – Email notification to an agent on card re-opening
- Integration – Workflow and SMS sync up in AMS360
- Pipeline – Send quote sheet via text
- Pipeline – Select Categories for the pipeline
- Accounts – Accounts and contacts new architecture
- Contacts – Nickname for Contacts
- Pipeline – Zillow home value in Pipeline card detail
Features & Enhancements during – October 2020
- Work Email – File attachment in forwarding email: (E)
- Work email – Delete in Work email (E)
- Payment – Take payment as logged in User and Via text message: (E)
- Payment – Take Payment via Text (E)
- Carrier – Merge Carrier: (E)
- Pipeline – Pipeline Leaderboard: (E)
- Pipeline – Add Lead Sources
- Pipeline – Goal add/edit restricted and goal widget changes
- Pipeline – Leaderboard Report
- Pipeline – Task overview in pipeline card view
- Opportunity – Monoline in Cross-Sell: (E)
- Automation – Edit All in workflow
- Automation – Automation on Xdate
- Engagement – Bad emails download
- Engagement – Common tags in template builder editor (E)
- Engagement – Share: checklist, template, SCD, List
- Dashboard – Activities widget on a dashboard
- Settings – Desktop Notification
Features & Enhancements during – August 2020
- Pipeline Manager – Pipeline Leaderboard
- Pipeline Manager – Notifications subscription handling
- Pipeline Manager – Single contact drip trigger Add Category & Add Label
- Pipeline Manager – Intake Form – upload/add files
- Pipeline Manager and Contacts – Add Lead Source
- Contacts – Select mandatory field for Add Contact
- Contacts – Filter by CSR
- Contacts – Thanks.io, Payment transaction in Contact360
- Tasklist – Search contact by name, filtered views saved, download Tasklist
- Engagement – SCD – Define send triggers, Analytics
- Engagement – Automation – Email notification to Agents
- Engagement – Automation List for Admin Manager
- Engagement – Automation – Add Skip weekends
- Engagement – Segmentation Create List
- Engagement – Notification for Shared Email template
- Engagement – Notification for Card and Task Due
- Engagement – Unsubscribe options and preference
- Engagement – Work email – Sync Contact, Forward Email
- Engagement – Work email contacts – Add deal
- Engagement – Skip weekend, Reply to, Include Time in email campaign
- Engagement – Tags implementation in Subject Line, new tags added
- Engagement – Bad Email tracker
- Automations – Automation: Task assigned to Agent
- Mobile App – Download Notification to Agent
- Form Builder – Actions- (Share, Edit, Copy & Delete) Forms
- Form Builder – Use templates, View Response, email notifications
- AMS – Suspense handling in AMS360
- Access – Data availability to all agents
- Google Review – Client Pulse link on website and signatures, NPS User List
- Payment – Pending Payment reminder
- Client Pulse – Pending Review Automation
- Access Manager – New Look
Features & Enhancements during – June/July 2020
All new feature releases and enhancements to current features during the month of June/July 2020
- Integration – Form Builder
- Integration – Thanks.io
- Integration – Tranzpay: Payment overview Data – Clickable
- Integration – Tranzpay: Add notes and files
- Integration – Tranzpay: Request Payment from your agency website
- Automation – Includes Reminder, Task, Postcards
- Automation – Save as draft feature added
- Engagement – CSV Upload in List
- Engagement – Select All agents in Template Share
- Engagement – Select All agents in List Share
- Client Pulse – Agents and send info.
- Pipeline Manager – Shareable labels
- Pipeline Manager – Deals stayed on the stages
- Pipeline Manager – Warning to add a contact in a shared card if contact doesn’t exist
- Pipeline Manager – Copy or Move a deal to another pipeline
- Pipeline Manager – Email notification for the task due, cards due – Current day
- Pipeline Manager – Better UI for Upload files
- Pipeline Manager – Congratulating the team after a Deal won by an Agent
- Pipeline Manager – Forwarding email for each pipeline
- Pipeline Manager – Forecast feature in Pipeline
- Pipeline Manager – Checklist Automation
- Pipeline Manager – Notes in Custom Quotes
- Pipeline manager – Email and Task Analytics in Timeline.
- Tags – Pipeline Manager, Account
- Contacts & Deal Cards – Customized mandatory fields in Setting
- Contacts & opportunity – Select All option
- Contacts – Merge contact library – Duplicate data cleanup
- Contacts – New UI
- Contacts – Sorting in Custom fields
- Contacts – Shareable tags
- Contacts – Personal/Commercial Added
- Single Contact Drip (SCD) – Add Tasks
- SCD – Send Immediately option, for all stages
- Goals – Add goals for Year & all Agents
- Task List – Pagination for sorting, searching
- Task List – Select table column
- Task List – Send email notification to the assignee for a completed task
- Task List – Task Type feature added
- Forms – Import Contact Us Form from Admin account
- Opportunities – Add Notes, delete opportunity, select table column
- Reports – Select multiple categories in Policy, pipeline, Opportunity
- Policy – Edit restriction by Admin
- Dashboard – Monthly status of Policies and Premium
Features & Enhancements during – 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
Features & Enhancements during April 2020
- Settings – Default landing module for the agents
- Quotesheet – Quotesheet for Agent’s Public Profile
- Pipeline Manager – Add Quotes in dealcard details
- Pipeline Manager – Change stage right from dealcard details
- Pipeline Manager – Mark due date as complete in deal card
- Pipeline manager – Create multiple accounts with a single contact
- Pipeline Manager – Add reason for the lost deals
- Pipeline Manager – Scheduler (Like Calendly)
- Pipeline Manager – Lost deal Automation
- Contacts – Merge contact
- Contacts – Ability to select multiple contacts for Action or edit
- Integration – Default Application for Voice calling existing
- Engagement – Move Templates from a folder to another and share folders
- Google review – Review Widgets Import option in Admin Account
- Filters: Contacts and Opportunity
- Other Enhancements
- Copy Clipboard for the files upload or Screenshot
- Save and Print Timeline
- Custom Fields
- Service Board Template Builder: Preview Option
- Workflow Automation – Enhancements
Features & Enhancements during February 2020
- Description for a new deal/contact
- Logs for accounts and contacts
- App download drip
- User defined fields in Pipeline Manager
- Opportunity management
- Updating a live workflow
- Sending a link from the portal to download the app
- Over-all date filter for deal analytics
- Missing city details chart
- Assigning a list for Single Drip Campaign
- Goal Management
- Sharing a deal-card within agency
- Work email enhancement
- Template builder – Enhancement
- Widget management
- Communication preference buttons -Directory
- Sending templates to self
