Feature release Date: February 1st, 2025​
With our latest enhancement, admins and agents can easily access recently viewed accounts, contacts, pipeline cards, and policy details, making it simple to revisit and update them.
Use Case: Ability to quickly access and review the most recently visited contacts, accounts, deal cards, and policy details.
To View the Enhancement:
- Click on the recently accessed icon located in the top right corner.
- A panel will open on the right, giving you quick access to recently visited accounts, contacts, policies, and pipeline cards.
- Click on any item to easily revisit and update it as needed.
- For example, if I choose the most recently accessed account shown in the image above .
- You will then be redirected to the Account360 details of the account.
