Stay up to date with what’s new in RISE. We’re closing out the year with a strong round of platform enhancements — here’s what launched in December and what it means for your team. Review the linked help resources to learn more, and reach out to your Customer Success Manager for support implementing these updates.
Engagement at a Glance with the RISE Dashboard
What’s New: Your central command center for daily activities, campaigns, and client engagement. The RISE Intelligent Agent Dashboard consolidates your most critical workflows and data into one intuitive interface, providing a real-time view of your database’s engagement and readiness to help you close deals faster.
- Benefits: Start your day strategically by viewing tasks, campaigns, and hot leads at a glance, with automatic prioritization of your most engaged contacts and instant access to campaign performance analytics. Monitor listing engagement through heat maps to understand what resonates with your database, while empty widget states let you create new tasks or campaigns on the fly.
Learn more about the powerful Agent Dashboard→
Manage Your Presentation Manager Library
What’s New: Create and save custom presentation templates and pages for your listings directly within the platform. Build your personal library of go-to designs that you can quickly apply to new presentations.
- Benefits: Speed up your presentation creation process by reusing your best-performing layouts. Save unlimited templates and pages that are automatically organized by name for easy access.
- Note: Templates and pages are saved to your personal library and cannot be shared with team members in this version.
Learn how to create presentation templates →
Work on Behalf Of Other Agents on Your Team
What’s New: Admins can now work on communications on behalf of team members, making it easier to support your team during absences, training periods, or when assistance is needed.
- Benefits: Keep client communication flowing even when team members are out. Invited users (with existing RISE licenses) can step in to handle time-sensitive tasks without disrupting workflows or sharing passwords.
- Important: Users must accept the Terms of Service before they can impersonate others or be impersonated. All actions performed during impersonation are attributed to the original admin’s account, regardless of who actually completes them.
- Coming Soon: The next upcoming enhancement on this capability includes successfully send the work that is done on behalf of another user.
Learn how to send on behalf of team members →
Promote Integration
What’s New: Existing Promote users can now access Promote functionality directly within RISE.
- Benefits: Create and run online ad campaigns across Google and Meta network.
- Coming Soon: Manage social content and campaigns entirely within RISE, eliminating the need to navigate back to Promote.
