Advanced Pipeline
The new Advanced Pipeline now includes Group By functionality as well as support for Multi-Tier Distribution.
Note: This feature is now in BETA testing phase for select customers and will automatically roll out to all customers in the coming weeks. If a system has a heavily customized pipeline table it may remain in place as-is.
Group By
Group By functionality can now be applied to the Advanced Pipeline table which will group and summarize deals by the following categories:
- Status
- Partner Company
- Partner User
Multi-Tier Distribution Support
The Advanced Pipeline table now supports Multi-Tier Distribution, if the feature is enabled. This will add additional user and company columns to the table (and Group By) for additional partners that may be on a deal (i.e. Distributor, Agent, Subagent, etc.)
Certifications
Certification Sync into CRM
This feature allow admins to setup an integration to sync certifications issued to users to the user object in their CRM.
Here are the steps to sync certification data into CRM:
- When the admin creates a new certification, it will be available as an option to sync into CRM.
- The user needs to create a new field in their CRM for the respective certification.
- Once the field in CRM is created, the Allbound Integration team will help build a connector for the certification in Integration Manager.
- Now that the connector has been built, when a certification is issued to a user, the issue date is synced into the CRM for that user record.
- When the certification expires for the user, the field will be rendered empty in the CRM.
Note: Please contact your CSM to sync certification data into the user object of the CRM.
Certification for External LMS Training
Previously, users could only achieve certifications on completion of a Learning Track. Now, admins can create certifications with External LMS Training in the training section.
Here are the steps to create certifications with External LMS Training:
- Navigate to Settings > Training and Certifications > + Certification > Training Section
- In the training section, choose the External Training from the list. The list now displays both Learning Tracks and External LMS Training.
Note: External LMS Training will only be available for selection if External LMS data is integrated with Allbound.