- eSignature – eSignature Cancel Restriction
- Forms –Need the option of filter in task list and task update in the form – Task List and forms
- Calling – Calling Enhancements
- Reports – AMS commission in Reports – BOB
- Settings – miEdge changes handling at Agency level
- Opportunity – Cross sell prediction modal on Account level
- Pipeline – Commercial Contact mandatory field handling in Add Deal
- Engagements – Draft Option in Clone Campaign
- Configuration – Task Mandatory Fields Handling In Workflow, SCD
- Pipelines – Merge Duplicate Accounts in Deal Cards
- Engagements – Group by recipient and URL in click tracking
- Configuration – Agent – Cell- phone as Tag
Contact Us
Looking for more information or want to try one of our paid plans?
OUR LOCATION
- 3400 N Central Expy Ste #110, Richardson,
- TX 75080