5 posts tagged with "contacts"

Pipeline Upgrades: Smarter Board, Bulk Actions Management, and Dynamic Reporting​

The CRM pipeline gets a major overhaul with a rebuilt board experience, a dedicated bulk actions management page, and reporting that supports up to 5 levels of dynamic grouping. Managing thousands of contacts and deals just got dramatically faster.

What's New​

• Pipeline Board Refactor: The pipeline board has been rebuilt with improved drag-and-drop, theme-aware styling, and infinite scroll. Load more contacts by scrolling to the bottom of any column, and enjoy smoother drag interactions with proper stage change messages.

• Bulk Actions Management Page: A dedicated page for managing bulk operations lets you view the status of running jobs, pause active batches, and archive completed ones. No more wondering if your bulk update is still running — see every job's progress in real time.

• Bulk Action Improvements: Update any field on contacts in bulk, and set a custom number of records per batch operation. The new bulk action bar makes it clear what actions are available and how many records are selected.

• Reporting with Dynamic Grouping: Reports now support up to 5 levels of dynamic grouping with custom filters. Group contacts by pipeline stage, then by assignee, then by tag, then by source, then by date — all in the same view. Drill into exactly the data slice you need.

• 24 New Field Mappings: The query component builder now has 24 additional field mappings, giving you more filtering and segmentation options for building targeted contact lists and workflow conditions.

• Contact CSV Export with Custom Fields: CSV exports now include all custom fields. Export your complete contact data for analysis, migration, or backup with nothing left behind.

• Secondary Phone Field: A new secondary phone field on contacts mirrors the existing secondary email field. Store multiple phone numbers per contact for comprehensive multi-channel outreach.

• Tasks Section Improvements: An expand/collapse toggle on the Tasks section title bar and a mobile-responsive task view make task management cleaner and accessible on any device.

Why This Matters​

Pipeline Power at Scale: Infinite scroll, improved drag-and-drop, and the bulk actions management page mean your pipeline stays fast and manageable whether you have 100 deals or 100,000.

Reports That Answer Real Questions: Five levels of dynamic grouping with custom filters turn your contact data into actionable insights. Stop exporting to spreadsheets — get the answers directly in the platform.

Bulk Operations Under Control: The management page gives you visibility and control over every bulk operation. Pause a job that's going wrong, check progress on a long-running update, or clean up completed jobs.

Site Tracking: Identify Website Visitors and Track Their Journey​

Your website visitors are your warmest leads — but only if you can identify them. Our new site tracking system identifies returning visitors, matches browsing behavior to known contacts, and gives your team complete visibility into every visitor's journey.

What's New​

• Website Visitor Identification: The site tracking integration identifies website visitors by matching browsing behavior to known contacts. The tracking code is automatically included in your widget embed — no separate installation required.

• Visitor Identity Settings Page: A new settings page lets you configure how visitor identification works, set up routing rules for identified visitors, and manage your tracking preferences.

• Visit Activity Panel: The contact sidebar now includes a Visit Activity panel showing a contact's complete website browsing history — pages visited, timestamps, duration, and frequency. Available on plans with site tracking enabled.

• Page View Tracking: Every page view is tracked and attributed to the correct contact. The system automatically updates total page views per lead, giving you engagement scoring data without any manual configuration.

• Automatic Widget Integration: Site tracking is automatically included when you embed the chat widget. One embed code handles both visitor engagement and tracking — no extra scripts to manage.

Why This Matters​

Identify Before They Leave: Most website visitors leave without converting. Site tracking identifies returning visitors and matches anonymous browsing to known contacts, letting you re-engage with context they didn't expect you to have.

Complete Visitor Journey: The Visit Activity panel turns anonymous traffic into actionable intelligence. See exactly which pages a contact visited before they booked a call, helping your team prepare for more relevant conversations.

Zero Extra Setup: Site tracking comes bundled with the widget embed. If you've added the chat widget, you're already tracking visitors.

More Do Not Disturb Options: Per-Channel Controls, Auto-Added to Contacts​

Do Not Disturb gets a major upgrade. DND preferences are now configurable per channel, automatically added to every contact profile, and enforced across every send path — manual, automated, and bulk.

What's New​

• Per-Channel DND Controls: Set Do Not Disturb preferences individually for email, SMS, and calls on every contact. Each channel can be toggled independently, so a contact who opts out of texts can still receive emails. DND controls are now automatically included on the first tab of the contact sidebar — no setup required.

• DND Workflow Node: Add DND checks directly into your automation flows. The new workflow node blocks sends based on a contact's per-channel DND status, automatically creating a "blocked" activity record so you have full visibility into what was skipped and why.

• Do Not Call List Enforcement: Before any call is placed — whether from the webphone, power dialer, or workflow — the system checks the DNC list and blocks the call with a clear error toast. No accidental calls to contacts who've asked not to be contacted.

• SMS Opt-Out Detection: Inbound messages containing STOP, CANCEL, UNSUBSCRIBE, and other standard keywords are automatically detected. You can also define custom multi-word opt-out phrases specific to your business, ensuring every unsubscribe request is honored instantly.

• DND Banner in ReplyBox: When viewing a DND contact in the pipeline or inbox, a prominent banner warns your team before they attempt to send. The banner updates reactively — change DND status and the banner appears or disappears in real time.

• Bulk Send DND Filtering: Running a bulk SMS or email campaign? DND-blocked contacts are automatically filtered out before sends begin, and blocked activity records are created for each skipped contact. Full compliance at scale.

• Report Spam Call Blocking: Flag inbound calls as spam via the new Report Spam option on call activity. Reported numbers are blocked from future inbound routing, keeping your team focused on real conversations.

Why This Matters​

Per-Channel Respect: Contacts don't have to choose between all-or-nothing. Opting out of SMS doesn't mean losing email updates — and your team sees exactly which channels are available at a glance.

Zero Configuration: DND controls are automatically present on every contact profile. Your team doesn't need to enable anything or add custom fields — it's built in and ready to use.

Audit-Ready Records: Every blocked send creates an activity record with the reason. When compliance questions arise, you have a complete trail showing exactly what was blocked and when.

Scale Without Risk: Whether you're sending to 50 contacts or 50,000, DND filtering happens automatically per channel. Your team doesn't need to manually check lists or worry about compliance gaps.

Contact Management Upgrade: Faster Lists, Smarter Sorting, Instant Access​

Managing thousands of contacts should feel effortless. We've supercharged the contact management experience with intelligent sorting, paginated phone number lists, and instant lead detail access—so your team spends less time searching and more time selling.

What's New​

• Smart Contact Sorting: Newly created contacts now appear at the top of your list automatically. No more scrolling or searching to find the lead you just added. Your freshest opportunities are always front and center.

• Paginated Phone Number Lists: Managing hundreds of phone numbers? The numbers page now features full pagination with smooth navigation—load times stay fast no matter how large your number inventory grows.

• Instant Lead Detail Views: Click into any lead and see their full profile, activity history, and pipeline position instantly. We've re-engineered the detail view to load on the first click, every time—no delays, no refreshing.

• Enhanced Contact Creation Flow: Adding new contacts is now faster and more reliable, even during high-volume import sessions. The system handles rapid-fire lead creation without missing a beat.

Why This Matters​

Speed Is Everything in Sales: When a new lead comes in, you need to act fast. Smart sorting puts fresh contacts at your fingertips immediately—no hunting required.

Scale Without Slowdown: Pagination and performance enhancements mean your CRM stays snappy whether you have 500 contacts or 500,000. Growth shouldn't come with lag.

One-Click Context: Instant lead detail views give your agents complete context in a single click. Name, history, pipeline stage, notes, recordings—everything they need to have a great conversation, immediately.

Reliability at Volume: Whether you're importing a CSV of 10,000 leads or your team is adding contacts all day long, the system handles it all with enterprise-grade reliability.

Advanced CRM & Contacts System​

The Contact record is the heart of any CRM. We've rebuilt it from the ground up to be more powerful, flexible, and organized, allowing you to store and see all your customer data in one place.

What's New​

• 250+ Default Fields: Rich customer profiles out-of-the-box with industry-standard fields
• Unlimited Custom Fields: Create fields for any business process or data point you need to track
• Pipeline & Table Views: Manage contacts visually or in data-dense tables
• Activity History: A unified timeline for email, messages, calls, and notes

Why This Matters​

360° View: Finally, a true single source of truth for every customer.

Flexible: Adapt the CRM to your business, not the other way around.

Organized: Instantly see a contact's history and data without digging.