13th July
- Agent Mobile App – Add deal from Contact and Account list Page in Mobile App
- Engagement – Email Campaigns Auto Save as Draft when Changing Page: Pop-up Warning
- Engagement, Pipelines – CSR Scheduler and Signature Tag in all Automation
- NPS – NPS Notification to AgentsÂ
- NPS – NPS on Contact 360 and Account 360
- Opportunities – Agent/Producer/CSR Column in Opportunities Table
- Pipelines, Engagement – Edit Workflow/Pipeline automation and send the latest one – WA, PA, SCD
- Pipelines – Sample Email for Email Notifications
- Pipelines, Tasklist – Search Field in Assign Agent
- Pipelines – Check all Checklist Items at Once in Pipeline
- Pipelines – Insured Address Same as Mailing Address
- Pipelines – Revenue Column In List View
- Pipelines – Deal Card-Quick View-Request to list Policy Number
- Pipelines – Primary Assignee of Card in Task – Pipeline Automation
- Pipelines – Label Should Stay when Card Moved to Another Pipeline
- Pipelines – Multiple Quote Tags in Pipeline
- Pipelines – Unarchive Deal Cards in Bulk and Filter by Status while Unarchiving
- Â Pipelines – Need Timeline for Premium Update
- Pipelines – Edit checklist items and link clickable
- Payments – Stripe Invoicing For the Agencies
- Settings – Holiday Setup Changes
- Settings – Microsoft Native Auth Email Connect
- Tasklist – Calendar Event Updates on Task Edit