A contract’s Contacts tab now shows everyone on the deal, in three groups:
- Contacts — the person records attached to the contract, such as the other side’s agent, the lender or the title officer.
- Assignees — your own team: the assigned user, each member of the assigned sub-team, each collaborator, and any team member added as a buyer or seller representative. Each one is labelled with how they are attached.
- Companies — the company records attached to the contract.
Anyone who can manage a contract’s participants can now give an assignee a contract role, such as Transaction Coordinator or Marketing Manager, using the same role picker as contacts. Clearing the role takes it off them again.
Milestone emails and texts sent to a contract role now also reach a team member who holds that role, at their account email address or mobile number. Milestone tasks assigned to a role already went to the team member holding it.