15th January Release
- Contacts- Logs in Task
- Pipeline Manager- Benefits, Life, and Health Plan Option in Pipeline Manager
- Pipeline Manager- Handle Deal Cards without Contacts
- Forms- New UI and New Sections in Form Settings
- Engagement- Share Templates and Template Folders with Read /Write Capabilities
- Settings- Folder Selection for work email
- Engagement- Email/Text campaign Analytics – User interface change
- Work Email- Delete Email from Work Email
- Notes- Pinned Notes in Contacts and Accounts
- Pipelines- Monthly & Yearly Goal setting for Agents and Carriers
- Settings- Restrict Edit/Delete Notes
- Tag- Form Tag Responses in Account 360 & Contact 360
- Pipelines- Goal Setting for Carriers
- Engagement- Create contact and/or Deal Card from an Email Campaign
- Pipeline Manager- Customize Daily Reports Timing
- Dashboard- Scheduled and Sent Automation (Pipeline, Workflow, SCD)-Marketing Dashboard Widget
22nd January Release
- Accounts– Communications in Account360 (email, text)
- Pipeline Manager– Additional Options in Won Deal
- Pipeline Manager- Print Timeline
- Pipeline Manager- Save the Last Applied Filter in Deal Charts
29th January Release
- Pipeline Manager- Date Range and Pipeline Consistency in Deal Chart
Pipeline Manager- Pipeline Chart Handling for Producers
Pipeline Manager- Download Deal Chart Reports: Table vs Detailed Report
