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Journey by Role
These videos are intended to help you get a fast start in Insellerate, demonstrating how to use key features. The average time is less than ten minutes. Loan Officers | Sales Managers | Marketing Mangers | Admins.Journey by Topic
Training Journey with a series of videos targeting features by topics in the system. The average time is less than ten minutes. Topics include: inSight | inFlow | inTouch | inLead | Admin.
Mobile Application Major Update- App version v1.9.22 (126)
SMS: The SMS feature now includes a Call Now button click. Click on lead will take them to the lead
Assignment: This applies to Users with the Assign permission to assign a lead to another agent
Search: The search functionality will now display the primary agent for the lead
History: If you make a call, it will display in the call history. You can filter the call activity and listen to recorded calls based on your permission to listen to call recordings.
Partners: You can now see associated applications in the mobile application. Show all leads associated with the partner.
Web application v123
Duplicate Management
When applying a filter in duplicate management, the filter was only applied to one of the records in the duplicate group. This enhancement applies the filters to ALL records within a group.
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The original assignee was displaying as the User ID. The system has been updated to display the user name.
User Profile Update:
Additional fields added in anticipation of future feature
User Registration Update:
Order of fields being redesigned. AgentConnect is being piloted by some clients. If you have this feature enabled, users will see an additional section on the right-hand side of the screen.
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Bugs
Open Lead CAP Exceeded
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Issue: The system was allowing users to remove required fields from reports; therefore, these reports were not working.
Status: Resolved
Mobile App:
Issue: Leads taken through the mobile application were not counted in the lead caps.
Status: Resolved