8/2/23 Release

8/9/23 Release

8/29/23 Release

Previously, the shortest shot clock time increment was one day. Now, you have more control of your timing options by setting your shot clock by the hour or in 15-minute increments. This change applies to Aged and Neglected shot clock time increments for leads and service workflows.

These changes will allow you to re-assign a lead if they have been in a stage longer than your defined time period (aged) OR if they have not had any activity within the timeframe defined. This will encourage new leads to be worked quickly or the assigned producer will miss out on the opportunity. On the service side, the incoming service requests will be re-assigned with the same logic, promoting quick response times for new requests.

A 'Next Task Due' sorting option has been added to the service pipeline view to help you see which upcoming tasks need to be completed. For example, in the renewal workflow, you can have multiple steps in each stage of the process and each one renews on a different date. This sorting option will help ease the overwhelmingness of which service requests need the most immediate attention regardless of their varying due dates.

You’ll now see a new look and feel to the email section in Conversations to mimic a more familiar email inbox! The list view is also more conducive to performing batch actions (updating the read status or deleting) to multiple emails at a time. Performance fixes were also made to provide a smoother, swifter feel as you navigate around the inbox.

The 'Account Executive' filter allows the account executive to easily view the status of their upcoming renewals even if they are not the assignee of the renewal.

A 'Service Request Due Date' filter has been added with the option to choose the next 30, 60, or 90 days in addition to a customizable option to set a specific number of days.

Note that when renewal requests are automatically generated, the renewal date of the policy is set to the due date of the service request. In the renewal pipeline for example, this view will quickly show all of the policies expiring in the next 30, 60, and 90 days.

Currently, when we import leads into our system, if there are duplicate entries with the same first name + last name, full name, or business name - only the first of those leads gets imported, and the rest are omitted.

With this enhancement, when you import leads, the system will now recognize if there are multiple contacts with the same lead first name + last name, full name, or business name. Instead of treating them as duplicates and ignoring them, we will now add all those entries as additional contacts under a single lead!

For example, suppose you have a lead named John Doe, and he has three different contacts associated with him - let's say his family members Jane, Mike, and Emily. Previously, we could only import John Doe once, and the other contacts would be left out. But with the enhancement, all four of them will be imported together under the lead named John Doe.

Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)