New Features/Enhancements

Highlights

inTouch: Email Task - Primary Agent Selection Optimized

What does this mean to Marketing Managers and Admins?

The From Primary Agent checkbox is being removed. The drop-down for From User will auto-populate the Primary agent. You can select the drop-down to change it from the Primary Agent.

Partner Status Grouping in inFlow

• Ability to Group by Column in the Status Sections in inFlow

  • Users can group the results by any of the columns in the status sections in the Pipeline Panel. This functionality is only available in the Partner workflow.

  • Save functionality was added to make your groups the default for the pipeline section.
    

    

Bug: 14564

Allows us to update contact / Partners without requiring a primary agent if the partner exists