May 2016 Updates [12:54]

MonthluUpdates_header.jpgBelow is a video overview of updates made to the CRM in May 2016. For more information on up to date release notes click here. This is the first video in our update series. Enjoy! 

Click the link below for more information on each of the features covered in the video: 

00:56 - Contact Card "Make Primary" Update

01:30 - Best Interest Contract Exemption (BICE) Added to Contact Record

02:44 - Privacy Options on Calendar Activities

03:51 - Repeating Activities

04:10 - Permissions Added to Opportunity Tracker

05:58 - Notes on Today's Overview

06:42 - Manage Your Integrations

07:48 - Seminars 

09:48 - New Integration with Zapier


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