Release Notes – September 2022
10th September Release Pipelines – Ability To Make Custom Fields Mandatory For Adding A Deal Pipelines – Manage Inactive Days For The Cards At Pipeline
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Release Notes- August 2022
13th August Release 20th August Release 13th August Release Pipelines- Select Multiple Files And Send Email In The Deal Card, Contact360 And Account360 Pipelines- Lead Flow Text
Release Notes- July 2022
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
Release Notes- June 2022
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
Release Notes- May 2022
4th May Release 14th May Release 4th May Release Integration- AMS360 business unit tags Engagement- Bulk Texting Draft Engagement- How to Stop & restart a bulk text campaign?
Release Notes- April 2022
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
Release Notes- March 2022
11th March Release 18th March Release 26th March Release 11th March Release Engagement- Account data in Create List Section Accounts- Intake Forms in Account 360 Pipelines- Custom fields
Release Notes- January 2022
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
Release Notes- December 2021
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
Release Notes- November 2021
13th November Release 13th November Release Engagement- Default signature for work email Pipelines- Commission / Expected Revenue filter in Pipeline Deal Charts Engagement- Share Template/ Folder
Release Notes- October 2021
In this article you will learn: 9th October Release 23rd October Release 30th October Release 9th October Release Navigate to specific section time in video
Release Notes- September 2021
In this article, you will learn: 4th September Release 18th September Release 25th September Release 4th September Release Tasklist- Tasklist Filter by Deal Cards Engagement-
