11th May

1. Accounts – Unsubscribe Marketing Transactional Field Handle as do not Contact
2. AI – AI for Marketing Content
3. Accounts – Image Right Integration
4. Contacts, Accounts – Work email – Need “Add email to existing account” Option
5. Engagement, Pipelines – Lost Account Workflow Automation
6. Esignature – Edit Esign Docs Which are in Open Stage
7. Esignature – Cancelled in Esign
8. Engagement – CSR Tag in Create Templates in Engagement
9. Engagement – Restrict Birthday and Birthday65 Automations for Deceased
10. Epic – Epic bulk sync-ups – email campaign, bulk text, SCD, Contact Automation
11. Forms – Form Wizard within Forms Module
12. Nexsure – Coverages, Vehicles, and Drivers implementation for Nexsure
13. Nexsure – Claim Pipeline Automation for Nexsure
14. Pipelines – Change Account type after Deal Created
15. Pipelines – SMS, email, Files, Automation, and full timeline in Card view
16. Pipelines – Send the Form to the Contact via Email/text in the Pipeline Automation
17. Pipelines – Total Revenue as Filter in Pipeline
18. Pipelines – Quote Effective and Expiration date tags in Pipeline Automation
19. Pipelines – Need “Resend” option for bounced/failed Pipeline Automation
20. Smart Search – Need sorting option in Contact and Account column in Smart Search Page