New
- Compliance journeys on deals. Open the customer's compliance journey straight from the deal builder, with a reminder on the deal while the journey is incomplete.
Compliance Journeys, Sales Showroom · Workspace - Handover checklist. A Handover tab on each opportunity lists what's left before handover, from choosing an offer to finishing the compliance journey.
Sales Showroom · Workspace - Compliance provider sign-in. When your compliance provider needs you to sign in, you can do it from inside the journey.
Compliance Journeys · Workspace - Account home. A new home page in your account brings together your workspaces, groups, partner memberships and pending invitations.
All products · Account
Improved
- Back button in compliance questions. Go back to the previous question to check or change an answer.
Compliance Journeys · Workspace - Mobile number at PIN entry. If the customer has no mobile number, add it when you send them a PIN.
Compliance Journeys · Workspace - Journey set-up reminder. Compliance customers show a notice when no active journey is set up, so you can set one up before you start.
Compliance Journeys · Workspace - New verification code. Ask for a new code from the email verification page when you sign up.
All products · Account
For partners
- Who sets each parameter. Choose whether each capability parameter is set by you for every install, set by you for each install, or asked of the workspace.
App setup - Remove webhooks. Delete a webhook you no longer need from your app's Webhooks tab.
Events and webhooks - Leave a partner. Leave a partner you no longer work with from your Twilltac account.
App setup