New Features/Enhancements

Highlights

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inTouch: Email Task - Primary Agent Selection Optimized

What does this mean to Marketing Managers and Admins?

The From Primary Agent checkbox is being removed. The drop-down for From User will auto-populate the Primary agent. You can select the drop-down to change it from the Primary Agent.

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Partner Status Grouping in inFlow

• Ability to Group by Column in the Status Sections in inFlow

  • Users can group the results by any of the columns in the status sections in the Pipeline Panel. This functionality is only available in the Partner workflow.

  • Save functionality was added to allow make your groups the default for the pipeline section.
    

    

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