New Features/Enhancements
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Why it Matters
Take a
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Look at
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Our New Training Journeys
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Quick Start
These videos are intended to help you get you off to a fast start in Insellerate, demonstrating how to use key features. All of these videos are Each video is unique and less than two minutes. The videos are not duplicates of the role-based training. Users should complete the entire training journey for your their role.
Journey by roleRole
These videos are intended to help you get you off to a fast start in Insellerate, demonstrating how to use key features. The average time is less than ten minutes. Loan Officer 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.
Duplicate Management
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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.
Original Assignee
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The original assignee was displaying as the User ID. The system has been updated to display the user name.
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