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New Updates for April 2026

Highlights

  • Expanded reporting and dashboard capabilities
  • Improved account creation and assignment workflows
  • Resolved several data, scoring, and lead visibility issues

Features and Enhancements

  • Validated inbound holiday scheduling so teams can better manage call routing and availability around closures.
  • Updated reporting defaults and exports to make dashboards and CSV data easier to use without extra manual cleanup.
  • Expanded email, API, and reporting fields to provide more complete lead, user, and opportunity data.
  • Improved administrative controls, including targeted sign-out support and safer account creation workflows.
  • Advanced Drive Centric integration work by connecting key endpoints and refining the integration path.
  • Improved search, voicemail tagging, dashboard tooltips, default branding visuals, SEO, and follow-up timing experiences.

Bug Fixes

  • Resolved dashboard tile creation inconsistencies so reporting widgets appear more reliably.
  • Fixed API notes, tag deletion logic, activity filters, missing lead visibility, and scored opportunity calculations.