The History tab displays past campaigns initiated at the company level.

Company admins can now monitor which campaigns were sent, when they were sent, and the related performance data (if applicable).

Improves transparency between Super Admin–created campaigns and Company Admin oversight.

Better visibility into company-level campaigns targeting their contacts.

Improved tracking of campaign activities for accountability and reporting.

Enhanced collaboration between Super Admin and Company Admin roles by keeping a clear record of executed campaigns.

Opportunities now appear directly in the Follow-ups section when the assigned alert threshold is greater than or equal to the defined limit.

The Opportunity date automatically updates when the transaction status changes to Funded.

Simplified Navigation – No more switching between Follow-ups and Opportunities.

Smarter Tracking – Opportunities are automatically aligned with alert thresholds and funding events.

Improved Efficiency – A unified view of tasks and opportunities helps teams stay organized and manage priorities better.

When the “Schedule to All Contacts” checkbox is enabled, the individual type trigger conditions will be hidden automatically.

This ensures a cleaner setup process and avoids duplication of automations for different contact types.

Simplified Setup – No need to configure separate triggers for B2C and B2B.

Time Efficiency – Schedule once and reach all contacts at the same time.

Consistency – Ensures that messaging remains uniform across contact types.

The Exclude option is now supported for:

Excluded contacts will not receive emails or communications associated with that campaign, even if they match other inclusion criteria.

Improved targeting – ensures campaigns reach only the intended audience.

Reduced errors – prevents sending messages to contacts who should be excluded (e.g., unsubscribed, test contacts, or internal users).

Greater flexibility – business users can now fine-tune their campaigns by combining inclusion and exclusion rules.

Time savings – no need for manual filtering or creating multiple duplicate lists just to exclude certain contacts.