improved

fixed

New updates

Prospecting Enhancements:
Expanded capabilities for gathering contact information and data on potential clients.
Added new informational widgets to subaccount profiles.
Additional details included in the contacts table:
  • Email statuses.
  • Contact phone numbers.
  • Links to LinkedIn profiles.
Richie mailings are now sent only to verified addresses.
Agency Onboarding Updates:
Existing videos have been updated.
New training materials have been added.
Bug Fixes:
Resolved a pop-up error in manager profiles related to access rights settings.
Fixed push notifications for segments:
  • Previously, pushes were sent to all cardholders of the template regardless of selected segments.
  • Now, pushes are correctly sent to the selected segments only.