Sales scripts on the canvas, the call floor and the Interaction Center
A call step picks a script and variants, shown on the card with a link to edit. The call floor and the Interaction Center open that script, stay in step, and a ...
The chat policy articles quote the Title Case page titles
The dictionary's page titles moved to Title Case, and these two articles' test holds them to the product's own words.
A help popup on every sales floor page, switch and feature
HelpArticleLink opens one popup in place: a short summary first, then the full article from the knowledge base, with search, related articles, Back, deep links,...
One link to CRM settings instead of every tab
The hero listed each settings tab, which stopped working once the list grew. It now opens the first tab this member can reach.
The call session stacks on a phone, and a floor page can carry Quick Tips
The workspace grid took the page's leftover height at phone width, so its panels overlapped. FloorPage takes helpTips and draws the same column SettingsView doe...
The call floor's own figures wait for the access check, and unavailable keeps the page frame
The board fills its width, and the lead and loan cards follow the org's colours
The streams list and the canvas panels fill their room, in the org's colours
The send queue, briefing, captures, triage and review as full-width workspaces
The Tasks tab is the lead's action plan, and SI calling picks a real SI
SI calling lists the org's own SIs with the voice set on each, where it asked for a voice in a text box, and each SI call and text step on the canvas can name o...
The sales floor lives under the apps that own it
One nav item per app, paired with one group in Settings. Five floor options left the top level: Call floor, Scoreboard and Send queue are rows under Leads, Emai...
Stream state, starting a stream, org fields, return dates and a role on a lead's deal [skip ci]
A lead's stream on every screen, and the canvas's new steps
The lead page, board cards and grid show a lead's stream, with a filter. A person sets a return date on the lead. The canvas offers starting and leaving a strea...
A pipeline column paints thirty cards, then more on request
Every loan was an animated card, so a status holding thousands of loans stalled the browser after the data arrived.
Stream counts read, the contact card follows a status, and a card drags by its name
Never offer an upgrade that does not exist
The Apps screen told Harmony, on the top plan, to upgrade to a higher plan. An add-on app now names its add-on, and an app nothing can unlock is left off the sc...
A new callback reaches Waiting on Me at once, and the panes' contract joins the brief
Ten live panes for the sales floor
Five for someone on the phones: Next Best Lead, Speed-to-Lead Clock, Waiting on Me, Today's Streak and Best Time to Call. Five for whoever runs the floor: Floor...
Text consent per lead source, and the canvas shows a step its switch holds back
A lead source's settings can count its consent field as text consent, and a file import can do the same for one file. Off by default. A step card and the side p...
Who works a deal, on the pipeline card and in the stream canvas
The loan officer's assign flow now serves every deal role: one picker, one call, one set of rules. Each deal shows who works it, a person or an SI, and a role t...
Lead tasks and a lead picker on the briefing, and nav entries for the SI's floor work
A person's own to-do is a task on the lead, so the briefing's own store of them is gone, and so is its stale setting: it uses the cockpit's. Nav gains the brief...
Pick saved templates on stream steps, record text consent, set email hours
A text step starts from a saved text. An email step can be a saved email, previewed inside the org's template. The lead's contact card records consent to automa...
One outreach decision, email hours, and saved emails in the streams contract [skip ci]
Lead status replaces call outcomes on the Contact card, calling and goals
The Contact card is facts only: last attempt, last conversation, Stop all outreach and consent. Contact rules loses its outcomes section. In calling, the one-cl...
Show due callbacks on the call list, and drop the Follow-ups pane
Follow-ups Due repeated Leads Needing Action, so it goes. A member's stored choice and place for it now read as Leads Needing Action.
Occupancy is a lead field; priority and timeline stay grid fields [skip ci]
Show and filter occupancy from the lead on a mortgage board
Board cards, the filter bar and the calling order read LeadClaimMortgage occupancy, using the lead page's words and one shared option list.
One place for targets on every screen
Call floor settings keep the ordering and the choice of tiles, and send people to Goals & Cockpit for targets. Goals gain "Everyone, each" and chosen call outco...
Briefings, the capture inbox, email triage and the owner's switch for SI loan access
Sales floor M11. A settings tab sets them up, and members work them on their own pages. Everything starts off.
The sales cockpit, goals and per-loan money
Six home panes on the existing launchpad: my call list, follow-ups due, no next action, going quiet, my pipeline and my targets. They take the Leads Needing Act...
The call floor, the scoreboard, its TV display and settings (M9)
A floor member works one lead at a time from a ranked list, with one press to dial and one to say how it went. A provider with no softphone gets the number in i...
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