Release Notes – December 2022

December – 3

1. Pipelines – Automation Tags added for Nickname and First Name of Contact
2. Pipelines – Merge Lead Sources in Pipeline
3. Pipelines – Merge Labels in Pipeline
4. Pipelines – Restrict lines of business in Renewal Automation
5. Settings –  Category and Carrier in the Restriction Settings
6. Profile Settings – Pipeline Access for Agents
7. Accounts – Save and Schedule Account Reports 
8. Accounts – Download Account Report
9.  Reports – Group by Payment Frequency in Book of Business
10.  Reports – Group by Tags in Personal Data Book
11.  Reports – Lead source as a field in the Book of Business and Personal Data Book
12.  Work Email – Linked Pipeline Cards and Contacts
13.  Get Started – Verify Email Changes under Get Started

December – 24

1. Pipelines- Lead Source Filter In Pipeline
2. Pipelines – Annual Goals For Carriers
3. Pipelines – Mark tasks as done for won/lost cards
4. Pipelines- Policy Form Implemented in Pipeline for HawkSoft
5. Accounts- Send Schedule Text
6. Contacts- Add Forms for Contacts
7. Sales Dashboard – Agent Segregation under Quote to Close Cards
8. Tasklist – Analytics in Tasklist
9. Engagement – Logs in Workflow Automation
10. eSignature- Segregated view of documents sent for eSignature
11. eSignature- Sign Count in eSignature
12. eSignature – Decline an eSignature