Bug Fix
Assignment history now includes owner changes from imports, syncs and merges
A contact's assignment history now also shows owner changes made by CSV imports, CRM syncs, contact merges and unmerges.
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Product Updates & Releases
Feature
Throttle step for automations
Add a Throttle step anywhere in an automation to cap how many contacts continue per hour or per day. Contacts over the limit wait and continue in a later hour or day.
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Bug Fix
Contracts that start in the Won stage now get a closing date
A contract whose first stage was the Won stage never got an actual closing date, so it showed as neither pending nor closed on the Sales Leaderboard. It now gets today's date, the same as a contract moved into the Won stage.
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Bug Fix
Refer a Lead now tells you when a lead was already referred to a team
Teams a lead was already referred to are flagged when you pick a recipient, and a refused referral now says why instead of "Failed to send referral."
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Feature
Send yourself a test of a campaign, and duplicate campaigns
Email campaigns now have a Send Test button that emails one copy to your own address before you send, and a Duplicate action that makes a new draft from any campaign.
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Bug Fix
Form submission emails show every answer again
The "New Form Submission" email could list each field with no answer next to it when the form had a long question. Answers now always show, and the contact's Change Log credits the form instead of "Unknown".
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Bug Fix
iMessage/SMS automation steps no longer send from another team member's line
Send iMessage/SMS steps in automations now pick the sending line by a fixed rule and never use another team member's personal line.
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Bug Fix
Sierra Interactive lead emails create leads again
Lead notification emails from Sierra Interactive forwarded to your Sure Send lead address now create the contact instead of bouncing.
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Bug Fix
The appointment email checkbox now stops the confirmation email too
Unchecking the box on an appointment now stops both the confirmation email and the 24-hour reminder email to the contact.
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Bug Fix
Email Settings now shows when your mailbox is switched off for sending
A Gmail or Outlook mailbox that was switched off for sending is now marked Inactive in Email Settings, with a one-click Reactivate button.
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