- Shipped
- November 11, 2026 at 9:20 AM UTC
- Author
- Kamo
- Commit
- 7cbdd6a
- Every lead trigger narrows with the shared Audience Builder's lead section ("Who Qualifies"), saved as config.leadFilter; old drips' flat market/vendor/product/state fields are read as filters and never written again. - New triggers: Someone Enters A Saved Audience (with "Also Enroll Everyone Who Matches Now"), A New Account Is Created (Accounts family), and A Loan Reaches A Status, A Loan's Funding Anniversary, A Loan Is Closing Soon, A Rate Lock Is Expiring (Loans family, offered only when the organization has loans; activating the drip is the only switch). - Exit rule "Leave When They No Longer Match" **************** - Enroll dialog: "Everyone Matching A Filter" tab (Audience Builder, start from a saved audience, live estimate, preview, background-enrolling state) and "Select All Shown" on the lead search. - People list: Account and Loan enrollees tagged and linked; NO_LONGER_MATCHES exit reason. - DripOptions extends AudienceOptions; first-time help on how people join a drip.