Now Available
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Portfolio Management 2.0. The enhanced Portfolio Dashboard is live, offering deeper program insights and new widgets to guide strategy and growth.
Product Updates
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Unverified Sales Questionnaire enhancements. Added an example CSV in preview, improved the “Send now” flow (including showing/returning activity dates with results), and refined error handling.
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Core/Wholesale uploads. Successful rows remain locked/read-only; re-submissions avoid reprocessing already-valid rows.
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Exports. The first day in your selected date range now consistently appears in Sales exports.
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Hyperlink field. Minor update to ensure URL changes reflect as expected.
Bug Fixes
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Prevented duplicate “open” tasks when editing the Internal tab.
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Fixed bulk import behavior when a sheet contains only invalid rows.
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Corrected hyperlink field syncing to component websites.
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Improved reliability when unarchiving accounts.