Highlights

Admin Screen UI/UX Updates

There are ongoing UI/UX updates to various pages including the Duplicate Management, Web Phone Settings, Custom Queue Admin, Preset Report Admin, and Custom Filter Admin pages.

Marketing Report: Campaign Custom Fields Now available

If an organization adds custom information to a campaign setting, you can now view those fields in the Marketing Report.

Open

Add data to Campaign via inLead

Open

Filter down to choose which columns to add to the Marketing Report

Single Contact (BETA): Manage at the Customer Level

New functionality that enables a user to manage records at the Customer level with all associated transactions linked together is in development with an initial release for BETA purposes only with a defined client group. Full release to all clients is schedule for late Q4 / early Q1 - 2025. This will allow for Customer-only workflows, activity, and marketing. Transaction level features will all remain in place.

Open

Open

Other Updates and Fixes

• Percentage Fields Updated Logic: At times third parties post in values to percentage fields larger than 1.

• Lending Tree Updated Posting Template: Lending Tree updated its posting format. The new method has been applied to Insellerate.

• Prioritized Alerts Update: If a record does not have a phone number, it will now show in Prioritized Alerts.