New Features/Enhancements

Highlights

Login: New Login Process

What does it mean for all Insellerate users?

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)

InFlow: Partners Other Field Customization

What does it mean for Loan Officers, Sales Managers, and Admins?

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 user experience by seeing the category name for the data contained in the field.

Bugs

InSight: Call Recordings

Issue: Ring Central calls were not playing back entire calls.

Status: Resolved

InSight: Adding a Partner

Issue: When creating a partner in a browser other than Chrome, duplicates were occurring.

Status: Resolved

inLead: Campaigns ICR Ring All

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

Status: Resolved

inSight: SMS Report Team Agent Selection

Issue: The SMS report was pulling in the correct data when using the Team Agent drop-down.

Status: Resolved