New Features/Enhancements

My Pipeline: User Interface Upgrade

The My Pipeline report has been redesigned. Don’t worry. All the same functionality is still there. We have enhanced it to include more. You can now build on the Company Preset Reports built by your organization, filter them down to the most helpful view for you, and save them as My Preset Reports. This video provides an overview of the changes.

Why it Matters

Preset Reports Enhancement

• Loan Officers | Sales Managers | Marketing Managers
  The improvements here allow you to build upon custom filters. You can now filter those reports down into a version that best fits your needs and save it so you can pull that same data without needing to filter it each time. To save a report to My Preset Reports:

  • Click Run Report. You will see a Save My Preset Reports button in the left menu.

  • Apply any additional filters.

  • Click Save My Preset Reports.

  • Create a name for your new report.

  • Save.

• Admins
  Admins can still build Preset Reports to use in My Pipeline. Any reports built will show in the Company Preset Reports.

My Pipeline Screen Interface

The user interface encourages preset reports by putting the filter for them at the top and then has the Team/Agent drop-down to select the data to pull in for the group of users. The prior filter setting will show in the Filter Sets in a collapsable section.

Open

Click the + Filter Sets to open up the filters you are familiar with in the prior My Pipeline view.

Open

Sales Manager Report: Additional Data

When users access the Sales Manager Report and view the Leads Details pop-up, it now includes a column for the user with the original application assignment.

Open

Bugs

Duplicate Management Grid Filters

Issue: When using filters in the Duplicate Management Grid, the information from the master record was passed to the associated records.

Status: Resolved

Insellerate Desktop App and Mobile App Open Leads and Alerts

Issue: The data did not match the desktop and mobile apps for Open Leads and Alerts.

Status: Resolved

iCalendar Follow-Up Download

Issue: The download to iCalendar function from a follow-up was not working.

Status: Resolved

inTouch: SMS Error When Creating New Content

Issue: An error “Message contains invalid handlebar syntax, please update.” Displaying when attempting to add not SMS content.

Status: Resolved

Internal Call Routing

Issue: Some Internal Call Routing scenarios were causing agents to be delayed in getting back into the call queues for up to 10 minutes.

Status: Resolved

InTouch

Issue: Drop-down selections were not displaying the complete list of available options, and the scrollbar was hidden.

Status: Resolved