Stay up to date with what’s new in RISE each month. We showcase the latest enhancements to the platform and the impact they can have for your team. Review the linked help resources to learn more, and reach out to your Customer Success Manager for support implementing these updates.
February 2026
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.
January Releases 2026
Set Up Your Canva Integration
What’s New: Connect your Canva enterprise account to access designs directly from the RISE Media Browser. Browse and select assets from your Canva account to upload and use in presentations (CMAs) and emails—no more downloading and re-uploading files.
- Benefits: Eliminate the time-consuming download-upload process and maintain consistent branding. Create polished, professional content faster by keeping your design workflow in one place—no more switching between apps or managing duplicate files.
Stay tuned for additional enhancements to this integration in upcoming months, including templates for newsletters and social content, plus access to your Canva resources from additional locations across the RISE platform.
Learn about the Canva integration →
Manage Contact Integrations With Your Email
What’s New: New users can now import their contacts with a single click during onboarding. Your contacts sync instantly from your chosen integrated Email provider, getting you up and running faster than ever. Choose to integrate with Microsoft 365, Google Workplace, or Gmail.
- Benefits: Bring your contacts into RISE and immediately start engaging them with personalized content while the system tracks their behavior to identify high-intent buyers and sellers—plus, any contact updates flow back to your email provider automatically, keeping your database in perfect sync.
- Note: Please choose your email provider carefully—RISE allows only one active email provider sync per account.
Set up your contact integrations →
Workflow Stage Improvements
What’s New: We’ve improved how contact stages work to make your automations more reliable. Contacts now belong to only one stage at a time, so when they move to a new stage, the previous stage’s campaigns automatically end and the new stage’s campaigns begin.
- Benefits: Eliminate conflicting messages and ensure every contact progresses through the appropriate stage. Your automations will run more reliably, with each contact following a single, structured journey.
Share Campaigns With Your Team
What’s New: Collaboration just got even easier across your team. Share your successful campaigns as a template with colleagues and build on proven messaging strategies together.
- Benefit: Help your team close more deals and run better campaigns by sharing your top-performing templates. They’ll get instant email notifications so they can start using them right away.
Learn more about Campaign Sharing enhancements →
Manage Contact Property Preferences
What’s New: Capture and track what your contacts are looking for with the new property preferences feature. Add unlimited property preferences per contact and keep historical records by archiving outdated preferences.
- Benefits: Match clients with properties they’ll truly love by seeing their preferences at a glance—and automatically aligning listings to what they’re looking for. Keep everything up to date by editing preferences yourself, collaborating with your team, or inviting clients to share their criteria through a simple email survey. Then put those preferences to work with dynamic property panels in your emails that automatically match listings to each contact, delivering personalized, relevant properties every time you hit send.
Learn more about Managing and Setting Contact Property Preferences →
December Releases 2025
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.
