Check out what's new in this month:
August - 1st Week
August - 1st Week
New Feature
New Feature
New Selling System Implementation Across the CRM
Date: August 07, 2026
A new Selling System has been implemented across the CRM to provide a standardized and consistent way to manage Selling System values throughout contact management, imports, filters, bulk updates, automations, and campaigns. This enhancement also streamlines category management by removing custom category creation and aligning the CRM with the new standardized Selling System values.
Implementation Details:
Updated Selling System values based on Contact Type in the Contact modal and Contact Edit screen.
Updated Contact Import and bulk processes to support the new Selling System values.
Updated Smart Lists and Contact Filters to use the new Selling System values.
Removed the option to create custom Selling System categories.
Added support for the new Selling System values in Bulk Update processes.
Updated Automation and Campaign filters to support the new Selling System values.
Benefits:
Provides a consistent Selling System experience across the CRM.
Standardizes Selling System values for better data organization.
Simplifies contact management, filtering, and bulk updates.
Improves accuracy and consistency across automations and campaigns.
Reduces inconsistencies caused by custom category creation.
Scoreboard Prospecting & Vision Board – Separate B2C and B2B Views
Date: August 07, 2026
The Prospecting and Vision Board sections in the Scoreboard have been enhanced with separate B2C and B2B views. Loan Officers can now easily switch between contact types to focus on the relevant contacts and manage their prospecting activities more efficiently.
Implementation Details:
Added B2C and B2B view options to the Prospecting tab and Vision Board.
Contacts are displayed based on the selected Contact Type.
Allows Loan Officers to switch between B2C and B2B contacts without leaving the respective workspace.
Ensures prospecting activities and Vision Board workflows are focused on the appropriate contact type.
Benefits:
Makes it easier to separate B2C and B2B contacts.
Helps Loan Officers focus on the right contacts for their activities.
Reduces confusion when managing different types of prospects.
Provides a more organized prospecting and activity management experience.
How To Access:
Scoreboard → Prospecting/Vision Board
Improvements
Improvements
What's Improved?
Clearer Campaign Scheduling Confirmation
The campaign scheduling confirmation message has been updated to provide clearer guidance before scheduling a campaign. The confirmation popup now asks, “Are you sure you want to schedule the campaign?”, and the confirmation button has been updated to “Schedule” instead of “Send”, making the action more accurate and intuitive for users.
Subscription Status Now Visible in Contact Record
The Marketing tab in the individual Contact Record now displays the contact's subscription status. This provides users with clear visibility into whether the contact is subscribed or unsubscribed, making it easier to manage marketing communication preferences directly from the contact record.
What's Fixed?
Email Templates Now Available When Editing Cloned Global Automations
When a Company Admin clones a Global Automation containing a Send Email action, the associated email template is now available for editing. Previously, attempting to edit the email template after cloning the automation did not work as expected. The email template can now be accessed and edited correctly, providing a smoother automation customization experience.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support