Product Updates & Releases
On a lead sitting in a pond and not yet claimed, agents with pond access could only see the calls, texts and emails they had logged themselves. They now see all of it, so nobody re-calls a lead a colleague already worked.
Read more →Teams now have an industry, so the CRM can shape itself around the work you actually do.
Read more →A new Utility Connect tab lets account owners opt in to the Concierge Service, refer contacts one at a time, in bulk, from the inbox or automatically, follow every referral's status on the contact record and a full attribution dashboard, and withdraw the referral revenue it earns.
Read more →The Disable Dialer confirmation said the seat would stop being billed — even for seats that were never on your bill in the first place. It now describes what actually happens to your dialer billing.
Read more →Text a PDF flyer or a video straight from your phone — the mobile composer now matches the web app's attachment support.
Read more →A soft border or tinted background written with a shortened opacity value — like rgba(0,0,0,.15) — was being dropped from your emails before they sent, so recipients saw no border at all. Those colours now survive to the inbox.
Read more →The Map Columns screen now flags a CSV column whose data would be silently dropped because another column already claimed the same contact field.
Read more →A date custom field now rejects a value it cannot read instead of silently storing it, so a bad entry can no longer break contact search.
Read more →Plans can grant included credits per seat — a base amount plus extra credits for each additional user — so adding teammates raises your monthly allocation.
Read more →Pond rotations now respect their schedule and stay within your team, and repeated contact updates no longer produce duplicate notifications.
Read more →
