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New Features/Enhancements

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You can continue to use your last email and password to login into Insellerate. If you have any issues logging follow the password reset process.

(Insert Job Aid)

(Insert Updated Password Reset Video)

inTouch: Option for more Paths

What does it mean for all Marketing

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Managers and Admins?

You now have the option to increase the limit of 35 paths to 45. You will need to open a request with customer support to have your limit increased.

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In the user preference section, you can now set the inFlow default to either show the customer or the partner view.

(Insert updated User Profile Video)

inFlow: Partners Other Field Customization

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When an organization uses an Other Field for a Partner, that field will show the custom name in inFlow and inTouch engagement tokens. Visibility to thecustom field namewill improves the custom field name will improve the user experience by seeing the category name for the data contained in the field.

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You can now see the Primary Agent as a column in the Referal Partner Report.

Marketplace? Are we communicating?

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Bugs

inSight: Call Recordings

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Issue: When a lead goes through Ring All every prospect was going through lead exceptions

Status: Resolved

inLead: Lead Exceptions

Issue: When a lead fails to distribute, they are not adding to the lead exceptions.

Status: Resolved

inTouch: Removing an Email User from Task

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