Bug Fix
Android screen now locks normally while the app is open
On Android the phone would never sleep or lock while the Sure Send app was open. It now behaves normally, staying awake only during a call.
Read more →Changelog
Product Updates & Releases
Feature
Provision enterprise branches from private collections
Enterprise teams can install private collections into branches, choose a default for new branches, and customize the collections installed during branch setup.
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Bug Fix
Date Conditions in Automations Now Run
Automation and lead-flow conditions using "Was Less Than" or "Was More Than" on a date field now evaluate correctly, instead of silently stopping the automation.
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Bug Fix
Lead Flow and Automation Conditions Now Compare Custom Fields by Value
Number, date, and multi-select conditions in Lead Flow and Automation now compare by actual value instead of as text, fixing rules that misrouted leads.
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Improvement
Lead Flow no longer offers manual lead source creation
Settings > Lead Flow now lists only the lead sources the system creates itself, so pre-creating a source can no longer leave behind an empty duplicate.
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Feature
Schedule Texts, Voice Notes and Attachments Everywhere
The four text composers — person Texts tab and Inbox, on web and mobile — now share the same powers, including scheduling messages from any of them.
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Bug Fix
Mention notification emails show the note's text instead of raw HTML
The "Note Preview" section of an @mention email was showing the note's underlying HTML code rather than what the note actually says. It now shows the readable text, with mentions appearing as the person's name.
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Improvement
Partner API: consistent event type matching with canonicalEventType
Events now include a normalized canonicalEventType field and a matching filter, so integrations no longer have to guess between "Viewed Property", "page_view", and "property_save" formats.
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Bug Fix
Pond agents can see everyone's activity on an unclaimed lead again
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.
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Feature
Utility Connect — refer your clients for utility setup, and earn on it
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.
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