v7.0 (4/29/25)

This redesign includes: 

• A cleaner, more modern look and feel with updated fonts, colors, and styling

• A new main navigation bar on the left 

• One-click access to frequently used features like Text Chat and Follow-Up Tasks 

• Significant improvements to app performance on mobile 

• NOTE: If the user interface has not changed or seems strange (e.g. mixed fonts, crowded spacing, etc.) you may need to clear your cache and/or browsing history. 

Owner and Admin user roles now have the ability to customize the names of contact phases and statuses. 

• To access, the user will click Settings > Manage Phases 

• The new phase name will appear in most locations that phase names are used throughout the app with a few exceptions: 

  • Breakthrough default campaign names targeted at specific phases will remain the same. 

    • For example, even if the user changes the name of InitialEvaluation-Scheduled to FirstAppointment-Booked, the Breakthrough default campaign for this phase will still be Initial Evaluation - Scheduled. 

    • The Phase column on the Nurture Phase Campaigns page will be updated to reflect custom phase names in a future release. 
    • The change impacts the phase name only and does not impact phase workflows, such as follow-up tasks, campaigns, etc.