♦ Additional Interest – Insert / Edit.

 

♦ Tag Categories & Tags – Insert / Edit.

 

♦ Interactive Reports – KPI – Leads Conversion Rate Per Agent.

 

♦ Interactive Reports – KPI – New Leads Per Agent.

 

♦ Policy Specific Lists (Lapsed, Cancelled, Recent Production, Renewals) – Added batch actions for tags.

 

♦ Tasks Details – Display Stages and Status summary information.

 

♦ Opportunities Details – Subline – Display current stage.

 

♦ Policy / Quote – Info Center – Carrier, MGA, Referral Source, Finance Company info at the top are now real links to the details pages.

 

♦ Issue Payments List – Added new search filter Paid Date.

 

♦ Sales Goals List – Added two new search filters – Type and Is Default.