Improvement
Clearer SendBlue delivery protection
SendBlue now stops links before a contact replies and explains why a message cannot be sent.
Read more →Changelog
Product Updates & Releases
Bug Fix
Clearer goal setup for loan officers
Win the Day stays in lender mode before your lending goals are set.
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Bug Fix
Contract type custom fields save, delete, and stay in the order you set them
Calculated currency fields now save regardless of where they sit in the list, deleting a custom field actually removes it, and a refused save tells you exactly what went wrong instead of "Failed to update contract type".
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Bug Fix
Partner API circuit breaker no longer trips on lookups that miss
A 404 no longer counts toward pausing an API token, and a paused token now says so clearly instead of looking like a rate limit.
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Feature
Newsletter analytics through your AI connector
Pull newsletter performance reports through the Sure Send MCP connector without exporting from the app.
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Bug Fix
Sync failures show the rejected record and can be retried
Each Follow Up Boss sync failure now shows the rejected contact's name, email and phone, and can be retried individually or all at once.
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Bug Fix
CSV import: the added and updated counts on the result screen now match what happened
A row that matched an existing contact at the last moment was counted as added. The total was right but the split between added and updated was off. Those rows now count as updated.
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Bug Fix
Automations set to run on both People and Contracts can now use the full set of actions
Setting "Runs on" to Both used to collapse the Steps panel to Time Delay and Send Webhook, so a Both automation could not do anything useful. The panel now offers every Person and Contract action, and each one is labelled with the kind of record it acts on.
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Bug Fix
Automations set to run on both People and Contracts no longer stop at a step that doesn't apply
A workflow that runs on both People and Contracts receives one or the other on each run. A step that could only ever apply to the other kind is now skipped and the run carries on to the end, instead of failing the whole run at that step and locking the record out of the automation.
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Bug Fix
Follow Up Boss contact details stay with the right person
Related people's emails and phone numbers sync to their own linked contacts, and primary phones stay stable.
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