Product Updates & Releases
Contact lists, list counts, person search and the deleted-contacts list now update immediately after a contact changes, instead of waiting up to five minutes.
Read more →A CSV column headed simply "Status", "Owner" or "Agent" used to be auto-mapped straight onto a contact's pipeline Stage or Assigned To. In an MLS or other-CRM export those columns usually mean something else, so brand-new contacts could arrive already filed under a stage such as Closed, or handed to the wrong person, with the Map Columns screen looking correctly filled in. Those three headers are no longer matched to Stage or Assigned To.
Read more →The Contracts tab on a contact or company showed a New Contract link only once that record already had a contract. The link is now there when the record has none, which is when you need it.
Read more →When a carrier rejects texts to a number, Sure Send pauses SMS to it — but four ways of sending a text were not checking that pause and kept sending anyway. They all check it now, and you get a clear reason instead of a message that quietly fails.
Read more →Merging contacts now carries Connect saved searches and home values to the surviving contact, and contacts who never answered an invite become eligible again after 90 days.
Read more →Relationship columns in a Follow Up Boss or Lofty export — Relationship 1 Name, Email, Phone and Type — can now be mapped like any other column. The importer creates the related contact and links the two records with the right relationship type instead of dropping the columns.
Read more →When you reassign a lead to an agent who has Connect, the lead's Connect account — saved searches, home values, saved homes, and sign-in — moves to that agent's Connect site.
Read more →Declined per-agent Connect trial conversions no longer trigger repeated hourly payment attempts.
Read more →A pause-all step now pauses every other automation for the contact and lets its own automation finish.
Read more →Saving a note, accepting a suggestion or claiming a phone number used to make every other panel on the screen reload at once. Those refreshes are now targeted, and a completed CSV contact import updates the All People list straight away.
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