A comprehensive guide to our full 22.6.1release on June 14th of 2022
Enhancements:
- Users will be notified in their account if their email sync expired
- We will push a pop up notification to the user affected if their email sync comes undone for any reason
- Premium is now required for a policy to be moved to Won
- Premium, Carrier, Effective Date, Term Length, and Policy Type are all required now
- Users will see Carriers by Policy Type in the Sales Pipeline now instead of seeing every Carrier for every single Policy Type
- This means that if I only have 5 carriers that I sell Life Insurance with, when I create an opportunity in the Sales Pipeline for a Life policy I will only see those 5 Carriers instead of having to scroll through the entire Carrier list or search for them
- Auto Complete Tasks in Sales Pipeline when Opportunity moves stages
- Users will no longer have to manually complete every single Working Task that was created when an opportunity was parked there for 2 weeks. As soon as the opportunity moves to another stage, those Tasks will all be completed automatically
- Search box for Carriers
- After the Carrier Standardization, we now see a bunch more Carriers in the list. Now, there is a search box for users to utilize rather than having to scroll through a list of 500+ Carriers to find the correct one
- Delete Secondary Contacts when an import is rolled back
- This was just an oversight on our part. We were deleting primary contacts when an import was rolled back but not secondary contacts. This was resulting in issues when a user tried to create a new contact using the secondary contact info that was not deleted