7/9/26 Release
Agency Lead Permission Level
7/16/26 Release
Remove Tags with Automation
7/23/26 Release
User Profile Custom Fields
Agency Lead Permission Level
The Agency Lead permission level provides a way to give trusted team members greater visibility into agency performance without granting full administrative access.
Agency Leads can view all leads, customers, and agency-wide reporting metrics, making it easier to monitor activity, coach team members, and support daily operations. They can also import new leads to help manage incoming business.
Unlike Managers, Agency Leads cannot access administrative settings or configuration areas. They are unable to manage users, modify agency settings, configure integrations, or make changes to system setup.
To manage user permissions, go to My Agency (gear icon in the bottom-left of the left menu) > All About My Agency > select the team member.
Agency Lead Capabilities
Capability | User | Agency Lead | Manager |
View assigned leads and customers | ✓ | ✓ | ✓ |
View all agency leads and customers | Depends on agency settings | ✓ | ✓ |
View agency-wide reporting metrics | Depends on agency settings | ✓ | ✓ |
Manage daily sales and service activities | ✓ | ✓ | ✓ |
Import leads | ✗ | ✓ | ✓ |
Export agency data | ✗ | ✗ | ✓ |
Configure pipelines | ✗ | ✗ | ✓ |
Manage integrations | ✗ | ✗ | ✓ |
Manage agency settings | ✗ | ✗ | ✓ |
Manage templates and administrative configuration | ✗ | ✗ | ✓ |
Manage users and permission levels | ✗ | ✗ | ✓ |
Remove Tags with Automation
You can now automatically remove tags from leads as they move through your workflows, helping keep records organized without requiring manual cleanup.
How It Works
When creating or editing an automation, you'll now see a new Remove Tag automation action alongside your existing automation options.
Simply choose:
The trigger that should remove the tag
The tag (or tags) to remove
Once the automation runs, the selected tags are automatically removed from the lead.
User Profile Custom Fields
Make it easier to store user-specific information and personalize email templates with dynamic placeholders by creating custom fields for user profiles.
How It Works
From My Agency > Manage Custom Fields, you'll find a new User Profile tab where you can create custom fields for your team members.
How To Use It
Create a new custom field and choose the field type
Add values to each user's profile
Use the new user profile placeholders in email templates
Still have questions? We're here to help! You can start a live chat with our Support Team by clicking the icon in the lower right corner of the screen. Support is available between 8 am and 8 pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.)