Accurate compliance alerts and proposal routing
1 October 2026
Compliance reminders now stop immediately once filings are completed, proposals notify the staff member who sent them, and lead handoffs stay in sync during team exits.
Fixed
- Compliance: Filing due-date and document reminders over WhatsApp and email now automatically stop once a filing is complete, excluding finished work from the 5th-of-the-month follow-up.
- Compliance: Overdue document alerts now filter out duplicate messages and no longer ping former employees whose system access has been revoked.
- Proposals: Delivery confirmations, rejection alerts, and requested amendments are now sent directly to the team member who actually sent the proposal.
- Leads: Leads now only auto-close after their full email follow-up sequence finishes, and the assigned owner receives an alert when an auto-close occurs.
- Team: Reassigning leads during an employee exit now cleanly transfers active lead ownership to the replacement team member.
- Leads: Lead reminder sequences now feature a clear 'To lead' badge to easily distinguish them from client communications.
