2nd July Release
- Contacts- Add Call log in Call section in Communication Page
- Pipeline Manager- Quoted Date in Deal Quotes
- Engagement- Workflow Automation Tracking on Account Level
- Policies- Custom Fields in Policy
- Pipelines- eSignature tab in Pipeline
- Forms- Mark Form as Favorite and Filters
- Forms- Sorting in Form
- AMS 360- Submission pipeline automation for AMS360 agencies
23rd July Release
- Forms- Static Field Mapping in Form Fields Mapping
- Settings- Mandatory Fields for Deals Won
- Report- Policy Transaction Report
- Pipeline Manager- Unsubscribe Option in Add deal
30th July Release
- Settings– Restrict call recording for Twilio
- Contacts-Add Multiple Texts in Custom Fields
- Engagement-Share and Unshare option in templates
- Forms-Share and Unshare Forms
- Pipeline Manager-Reactions in the notes – Pipeline, Contact, Account
- Reports-Policy Status report in Time Series
