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Major release for companies module
January 15, 2025

Several new functionalities to the Companies feature, enhancing its usability and flexibility. These updates are designed to give you greater control over managing company records, improve data accessibility, and streamline your workflows.


This feature is currently in Subaccounts > Labs > "Company Enhanced UI + Custom Fields"


What's New?

1. Create, Edit, and Update Custom Fields: Tailor your company records by adding custom fields to track data points specific to your business needs.

2. Manage Fields and Customize List View: Decide which fields to display in the List View for a more focused view.

3. Advanced Filters: Apply filters on standard and custom fields to narrow down records.

4. Sorting Options: Sort company records by any field, such as Name, City, or custom criteria.

5. Enhanced Search Functionality: Search across both standard fields (e.g., Name, Phone, Email) and custom fields.

Nested Folder Support

April 28, 2026
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.

Drip Action Upgrades

April 28, 2026
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.
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