All product enhancements, new feature release will be shared here.
19th November Release Report – Accessibility Improvements Made To Activity Reports Pipeline – Add And Edit Sub-Lead Source Changes Settings – Add sender email through
15th October Release Policies –Â Add Notes in Policy Contacts –Â Add, Edit, and Delete Comments to Notes for Hawksoft and Applied Epic eSignature –Â Default Signed Date
10th September Release Pipelines – Ability To Make Custom Fields Mandatory For Adding A Deal Pipelines – Manage Inactive Days For The Cards At Pipeline
13th August Release 20th August Release 13th August Release Pipelines-Â Select Multiple Files And Send Email In The Deal Card, Contact360 And Account360 Pipelines-Â Lead Flow Text
2nd July Release 23rd July Release 30th July Release 2nd July Release Contacts- Add Call log in Call section in Communication Page Pipeline Manager- Quoted Date in Deal
4th June Release 12th June Release 18th June Release 4th June Release Forms- Deal Category Mapping in Form Automation Engagement- Task & Reminder Analytics in Workflow Automation
4th May Release 14th May Release 4th May Release Integration-Â AMS360 business unit tags Engagement-Â Bulk Texting Draft Engagement-Â How to Stop & restart a bulk text campaign?
2nd April Release 30th April Release 2nd April Release Integration- Download Accord XML file for HawkSoft agencies Forms- New Fields in Form Automation Forms- Share
11th March Release 18th March Release 26th March Release 11th March Release Engagement-Â Account data in Create List Section Accounts-Â Intake Forms in Account 360 Pipelines-Â Custom fields
15th January Release 22nd January Release 29th January Release 15th January Release Contacts- Logs in Task Pipeline Manager- Benefits, Life, and Health Plan Option in Pipeline
In this article you will learn: 5th December Release 18th December Release 5th December Release Dashboard- Multiple Dashboard Feature Dashboard- Contacts by Policy Count Widget on the
13th November Release 13th November Release Engagement- Default signature for work email Pipelines- Commission / Expected Revenue filter in Pipeline Deal Charts Engagement-Â Share Template/ Folder
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