September Release Highlights

Managing Workflows

Users with an Owner or Manager role can now manage workflows from the Workflows tab on the left side navigation. Previously located in Advanced Setup, users can now create, publish, and edit all existing workflows in their account. Workflows can also be filtered by Type, Status, Default Assignee, and more.

When creating new workflows, users are taken through a step by step wizard after selecting a workflow type. When creating new or managing workflow steps, users can drag and drop to reposition any steps within a given workflow.

Full Calendar Experience

In addition to the current “Upcoming Event and Appointments” dashboard widget, users are now able to view their full calendar from the Calendar Tab on the left side navigation. This implementation gives users a day, week, and month view where they can edit and view current and upcoming appointments and marketing events assigned to them.

Other Enhancements

• Updated Upcoming Events and Appointments dashboard widget
• Ability to assign a color to an appointment type from Edit/Create New Form
• Change appointment type from Appointment Details slide out page