This week, we’re rolling out branded HTML email templates for your existing Processes and Pipelines, alongside clearer call activity, more dependable workflows, and new ways to see your phone team’s work.
New and rolling out
- ✉️ Your emails, with your brand. We’re rolling out designed HTML email templates for owner updates and lead follow-ups in your existing Processes and Pipelines. Build on a personal-letter or branded layout with images, buttons, property details, and dividers. Preview the recipient’s desktop, mobile, or plain-text view and send yourself a test before using a template in your workflow. Existing templates keep their current behavior until you choose to convert them.
Phone & Calling
- 📞 See which calls are still in progress. Live calls appear as ongoing in the call log and conversation view, giving your team a clearer picture of current activity.
- 🕘 Phone settings are easier to check. See whether a number is within office hours in your time zone, identify custom greetings, and preview their audio from settings. Greeting playback during live calls is also more dependable.
Workflows & Autopilot
- ⚙️ Keep everyday work moving. Saving and turning on Autopilot rules is more dependable when you update conditions. Pipeline and Process workflows also more reliably generate the applicable tasks for each stage.
- 🏠 Protect the Property Groups your rules use. Before deleting a group, you’ll see which Autopilot rules reference it so you can update those conditions first.
- ✅ More flexible e-signature steps. Native e-signature workflow steps support leaving optional signer roles unassigned when those roles have no required fields, so one template can fit different signer counts.
Reporting
- 📊 See phone activity by team. Group phone reports by Team alongside the existing options, use your usual date ranges and filters, and export the grouped results. It’s easier to review each team’s activity without adding up individual users by hand.
Inbox & Integrations
- 📬 A more dependable conversation history. Inbox activity feeds load more reliably while you review a conversation.
- 🔄 Keep Rentvine notes moving. Notes sync handles unsupported note types more gracefully so later supported notes can continue importing.