This week brings bigger controls for larger teams — permissions you can set once for a whole team, phone availability statuses, and new safeguards around billing changes — plus a broad round of Inbox, Phone, and Workflow reliability fixes.
New and rolling out
- 🚀 Team-level permissions are rolling out: admins can now set permissions for an entire team at once instead of one user at a time, so people who should have identical access actually do — and large accounts are faster and less error-prone to manage.
- 🧭 Phone availability statuses let team members mark themselves online or away for call routing and set availability schedules, helping calls reach someone who’s actually ready to answer. (Requires a Phone plan.)
- 🔔 Billing change notifications and history now give admins a bell alert whenever a plan changes, plus a new change log under Billing showing what changed and when — so it’s easy to see who made a change instead of writing in to ask.
- ⚠️ Downgrade warnings now appear before a plan change that could skip tasks, remove saved views, or disable auto-send and integrations, making it much less likely a plan is changed by accident.
Phone & Calling
- 📞 Missed-call bell alerts no longer flag your own unanswered outbound calls, so the alert list reflects calls that actually need follow-up.
- 📞 Call recordings are more dependable after a transfer — full live-call segments are captured rather than just voicemail — and voicemail recordings load correctly the first time without needing a call-log refresh.
- ⚙️ AI Agent settings now save reliably in Phone settings, so switching between VoIP and forwarding options no longer clears your AI configuration.
- 🤖 AI Agent access is now available to eligible VoIP plan accounts that were previously missing it.
Inbox, Email & Texting
- ✉️ Received emails now show the correct sender name, so conversations are attributed to the right person.
- 📬 We resolved an issue that could generate large numbers of stray drafts, keeping your Drafts folder clean.
- 📥 Forwarding an email from a direct account into a shared Inbox no longer auto-resolves the conversation, so forwarded messages stay visible for your team.
- ✅ Bulk select now visually confirms your selection even when conversations are sorted oldest to newest, and the Contacts section’s add and remove icons are back so you can link and unlink contacts directly.
- 🎬 BombBomb video links embed in emails again.
Workflows & Automation
- ⚙️ Automated email tasks stay automated when a lead is created from a contact, so your automation runs as configured instead of reverting to manual.
- 🧭 Saved views now hold their selection for users without full pipeline permissions, so restricted reps can rely on views like “All My Leads” without them reverting to “Custom”.
- 🏠 The tenant maintenance request form now matches units stored inside a property’s street address (common for single-family and condo records), so valid submissions are less likely to be rejected.
- 🔧 Fields like Rent and Market Rent are now editable under process instructions.
- 📨 Lead parsing handles stray formatting in name fields more cleanly, so incoming leads land with the right details.
Integrations & API
- 🔄 REST API webhook subscriptions deliver events more reliably, so your custom integrations keep receiving deal updates without unexpected pauses.
Under the hood
- ⚙️ We made infrastructure upgrades that improve load times and overall reliability.