In this article you will learn:
9th October Release
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- Engagement: How to Stop and Restart CampaignÂ
- User Settings: Lead Source and Download Reports Access Restrict
- User Settings: MFA Integration
- Contacts: Contact Upload with Multiple Agents
- Pipelines: Admin Access: Deal Activity Effort by Individual Agents
- Pipelines: Win Probability Percentage in Deal Stages and Deal Chart
- Pipelines: Pipeline Cloning
- Reports: Filter by Policy Status in Book of Business Report (AMS360 only at this time)
- Integration: QuoteRush credentials handling for the agents
23rd October Release
- Contacts- Folder for Documents in Contact 360 View
- Contacts- Notes with Files in Contact360 and Pipeline Card
- Contacts- Forward Email from Deal Card and Contact360
- Pipelines- Multiple Intake Forms In Deal Card
- Pipelines- Add Won/Loss Deal Automation in Pipeline Manager
- Pipelines- Pipeline Automation has a New Look
- Pipelines-Inactivity of Cards in Pipeline Manager
- Settings- Get started
- Opportunities- Monoline & Cross-Sell Policies
- Engagement- Templates have a New Look
- Work Email- Work Email Changes
