New Features/Enhancements
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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 Workflow Enhancements
What does this mean to Loan Officers and Sales Managers?
Referral Partner Report Updates
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Partner
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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.
Screen Shots and Article updates
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Save functionality was added to allow make your groups the default for the pipeline section.
