3/6/24 Release

Whether cross-selling a lead from an existing customer or managing multiple customers that share an email address and/or phone number, ensure their activity history remains accurate with relevant communications. You can now assign emails and texts that match multiple leads/customers to the correct account!

Define how to handle matching emails and texts in the System Settings -

Under System Settings (other), if an email/text matches multiple leads or customer phone numbers on file, you can choose to manually assign the text/email or apply to all (default).

Process unmatched emails in the Conversations -

If selecting 'manually assign the email' in the previous step, you can now filter by 'unmatched' to see any emails that have not yet been applied to a customer/lead profile. To process these in bulk, select the emails from the list to assign and select 'match.'

When selecting into the email details, there will be quick match options (based on the email address match) or select 'link to existing' to search.

Processing unmatched text messages from Conversations -

Tag customers and policies when importing! You can use multiple columns of customer and policy tags if needed, which can be helpful when onboarding or retain automation is driven by tags.

When exporting the policy list, its related service request information can also be exported including each service request listed as an entry and its corresponding policy tags.

Prior premium and original effective date are new policy fields available for import, visible in policy card information, when editing the policy, and export.

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 9am and 5pm ET, Monday - Friday. (Messages sent outside of those hours will be answered ASAP on the following business day.