Stay up to date with what’s new in RISE. February’s updates focus on giving you more control — over your contacts, your pipeline, and your dashboard. Review the linked help resources to learn more, and reach out to your Customer Success Manager for support implementing these updates.
Keep Track of Your Email’s Integration Status
What’s New: Check your contact integration status anytime in Settings > Integrations. Instantly see whether your account is connected and know when to reconnect or contact support if needed.
- Benefits: Stay confident that your preferred account remains synced with your RISE account, with clear, real-time visibility into its connection status, and know when you need to reconnect.
Check out this article in the Knowledge Center to know what to look for when checking your integration status.
Easily Navigate Your Entire Pipeline from Contacts
What’s New: Workflows has been merged into Contacts, allowing agents to manage their entire contact list and sales pipeline in one place, switch between List and Board (funnel) views, and access Tasks directly within the Contacts section; Workflows no longer appears as a separate item in the left-hand navigation.
- Benefits: Manage your entire pipeline in one place without jumping between separate sections. Spend less time navigating and more time working with your contacts.
Learn more about how to navigate your contacts and associated tasks, here.
Store Notes for Each Contact
What’s New: Manually add, edit, and delete notes directly on contact records to capture information that matters to you.
- Benefits: Store critical client details beyond standard fields—track past conversations, preferences like indoor finishes, or any other information that helps you deliver personalized service.
- Note: Deleted notes cannot be recovered. Stay tuned for additional enhancements including the ability to store links and URLs.
Store (More) Personal Information on Contact Cards
What’s New: New fields are now available on Contact cards: Suffix, Company, Preferred Name, Birthday, House Anniversary, and Language Preference. These additions provide deeper detail on every contact record and can be used in your campaigns and emails for more dynamic personalization and automation.
- Benefits: Capture richer client information to better segment your database, tailor your outreach, and automate meaningful touches like birthday greetings or house anniversary messages—while powering more customized campaigns and communications.
Learn more about how to use each of these fields across the RISE platform in this Knowledge Center article.
Easily Reset Your Password
What’s New: You can now easily create a new password when you forget yours, without having to contact our Support team.
- Benefits: Update your password without having to contact support, so you can access your account on the go. You’ll be asked to submit the email address associated with your account, and a reset password link will be sent to your email address, with the opportunity to reset your password.
Check out this Knowledge Center article to learn more about resetting your password, or try it out in the platform yourself today.
Take Bulk Actions on Contacts
What’s New: Bulk contact management allows you to update tags, classifications, stages, or subscription status across multiple contacts simultaneously. Select one or many contacts and apply changes in a single action.
- Benefits: Save hours on contact management by updating dozens or hundreds of records at once instead of one-by-one, making it faster to segment your database for targeted campaigns and keep your contact organization aligned with how prospects move through your funnel.
Learn more about completing Bulk Actions on Contacts, including what you can’t do in bulk, here.
Manage Your Dashboard
What’s New: Drag-and-drop widget customization lets you rearrange your dashboard layout and save your preferred configuration. As new widgets become available, continue personalizing your workspace to match your evolving needs.
- Benefits: Focus on what matters most by positioning your highest-priority metrics and insights front and center, so you spend less time searching for information and more time acting on the opportunities that align with your specific selling and buying strategy.
Try in your own account today, or visit the Knowledge Center to learn more.
