Release Notes – July 2024

13th July

1. Agent Mobile App – Add deal from Contact and Account list Page in Mobile App
2. Engagement – Email Campaigns Auto Save as Draft when Changing Page: Pop-up Warning
3. Engagement, Pipelines – CSR Scheduler and Signature Tag in all Automation
4. NPS – NPS Notification to Agents 
5. NPS – NPS on Contact 360 and Account 360
6. Opportunities – Agent/Producer/CSR Column in Opportunities Table
7. Pipelines, Engagement – Edit Workflow/Pipeline automation and send the latest one – WA, PA, SCD
8. Pipelines – Sample Email for Email Notifications
9. Pipelines, Tasklist – Search Field in Assign Agent
10. Pipelines – Check all Checklist Items at Once in Pipeline
11. Pipelines – Insured Address Same as Mailing Address
12. Pipelines – Revenue Column In List View
13. Pipelines – Deal Card-Quick View-Request to list Policy Number
14. Pipelines – Primary Assignee of Card in Task – Pipeline Automation
15. Pipelines – Label Should Stay when Card Moved to Another Pipeline
16. Pipelines – Multiple Quote Tags in Pipeline
17. Pipelines – Unarchive Deal Cards in Bulk and Filter by Status while Unarchiving
18.  Pipelines – Need Timeline for Premium Update
19. Pipelines – Edit checklist items and link clickable
20. Payments – Stripe Invoicing For the Agencies
21. Settings – Holiday Setup Changes
22. Settings – Microsoft Native Auth Email Connect
23. Tasklist  – Calendar Event Updates on Task Edit