News & Updates
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Major overhaul of Admin Mobile App
February 11, 2025
Anytime we can make adjustments to provide a more streamlined, intuitive, and unified experience, we'll always do our best to make that happen.
This update ensures that all critical contact details and related activities are consolidated into a single, easy-to-navigate screen in the Admin Mobile App.
What's New?
- Quick Actions - Common functions easily accessible
- Tabbed Navigation Approach - Unified access to all contact-related information under tabs:
- Folded Information Structure - Each section within the tabs is collapsed by default for a clutter-free view.
- Custom Values Integration - Custom values are now onboarded at the contact level, allowing for personalized data management.
- Tag Management: Tags are enabled to help categorize contacts effectively and Multi-select contacts to add tags in bulk.
- Enhanced Activity Tracking - All events related to a contact, such as appointments, document uploads, surveys, and page visits, are consolidated under the activity tab.
- Future-Proof Design: Elements introduced in this overhaul will be leveraged across other CRM modules such as Opportunities and Appointments, ensuring consistency and making it easy to use.
- Quick Actions on Contact Tiles: Managing your contacts is even more efficient with our new long-press feature. Simply hold down on a contact tile to instantly access essential actions.
A client had just mentioned how she wished that she could have additional levels of folders in Email Templates to help keep things organized… and the very next day, that exact feature was released! You’ll now notice that you can have folders AND subfolders for Campaigns, Templates, and Sequences, making it easier to structure everything in a way that actually fits how your team works. This makes a big difference as your content grows. You can group related items, reduce clutter, and quickly find what you need without digging through long lists. It’s especially helpful for teams managing multiple clients or large volumes of campaigns, giving you a more scalable and consistent way to stay organized.
If you use “Drip Mode” in your automations to spread out the number of people who go through the workflow, you’ll now notice more information available to you before you publish. You can see exactly how your schedule will run with a live preview that shows when each batch will be sent and alerts you to any timing conflicts. Behind the scenes, the updates also make drip behavior more predictable. Changes to settings are clearly explained, queued contacts won’t unexpectedly send all at once, and workflows will pause and resume properly without disrupting your pacing. Overall, this gives you much more confidence in how your drip campaigns will perform, without the guesswork.
