Major Release: Sales Engine 2.0

Version Number 2.0
Published December 19, 2017

Sales Engine 2.0 is now live! A major visual overhaul (watch video)  has been rolled out for all SE users! This overhaul really focused on the appearance of Sales Engine. The same powerful tools and core features are all in tact, but sleeker than ever! Some global changes that were made include:

It is recommended to clear your cache in your browser for Sales Engine. This will help ensure you are seeing all of the latest updates.

Windows Users: Press CTL + F5
Mac Users: Press Command + Shift + R

TOOLBAR

Dashboard

Records

Upper Tabs in Recs

Primary Tab (within customer record)

Lower Tab (within customer record)

Alternate Contact Tab (within customer record)

Workflows

Loan Info Tab

Reports

Partners

My Account

Configurations

Wholesale

Contacts

LND Channels

Import Tool

Calendar

Contacts