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Release 123- 8/16/2022

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New Features/Enhancements

Highlights- Knowledge Center | Major Mobile App Release | Web Application Release 123

Knowledge Center

Why it Matters

Take a Look at Our New Training Journeys

  • Quick Start
    These videos are intended to help you get a fast start in Insellerate, demonstrating how to use key features. 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 their role.

  • Journey by Role
    These videos are intended to help you get a fast start in Insellerate, demonstrating how to use key features. The average time is less than ten minutes. Loan 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.

Mobile Application Major Update- App version v1.9.22 (126)

  • SMS: The SMS feature now includes a Call Now button click. Click on lead will take them to the lead

  • Assignment: This applies to Users with the Assign permission to assign a lead to another agent

  • Search: The search functionality will now display the primary agent for the lead

  • History: If you make a call, it will display in the call history. You can filter the call activity and listen to recorded calls based on your permission to listen to call recordings.

  • Partners: You can now see associated applications in the mobile application. Show all leads associated with the partner.

Web application v123

Duplicate Management

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

The original assignee was displaying as the User ID. The system has been updated to display the user name.

User Profile Update:

Additional fields added in anticipation of future feature

User Registration Update:

Order of fields being redesigned. AgentConnect is being piloted by some clients. If you have this feature enabled, users will see an additional section on the right-hand side of the screen.

Bugs

Open Lead CAP Exceeded

Issue: Users did not display an error when they attempted to “Take” leads beyond their set lead cap. The following error displays: “The daily open lead cap has been reached. Please try again tomorrow.”

Status: Resolved

MY Pipeline

Issue: The system was allowing users to remove required fields from reports; therefore, these reports were not working.

Status: Resolved

Mobile App:

Issue:  Leads taken through the mobile application were not counted in the lead caps.

Status: Resolved

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