New Features/Enhancements
...
Co-branded flyers and social media content
Users can now associate with a partner they want to co-brand with on flyers or social media documents.
Flyer templates need to be created by a user with Content Creator permissions.
What does this mean to Content Creators?
...
Ability to preview additional lead data prior to “Taking” the lead
What does this mean for Admins?
A new Custom Queue feature allows users to preview additional information in a popup window for a lead that they are not permitted to view. This feature is only available to users if the admin sets the Preview Lead Info toggle to Yes in the Custom Queue settings. The popup window also allows users to Take the lead if the Take Button toggle is set to Yes.
What does this mean for Loan Officers?
If a user calls a lead in Custom Queues before Taking the lead, this new feature provides them with the opportunity to learn more about the lead before the call is answered. Users can preview additional information in a popup window for a lead that they are not permitted to view. Once the lead answers, the user can select Take and has full control over the lead. If the lead does not answer, the user is not required to Take the lead. The popup window also allows users to Take the lead if the admin set the Take Button toggle to Yes.
Note: The selected row remains highlighted while the user is viewing that lead. Admins can turn this feature on/off within the Custom Queue settings. The default setting is Off.
...
Email Unsubscribe Group
Issue: Unable to create/associate Unsubscribe groups and populate within an email.
Status: Resolved
*AgentConnect information is added early to accommodate the varied time between standard releases.