6.0 Office Hours - Sep 16 - 12 PM ET

On Tuesday, September 16, 2026, Sharad Mehta and Tyler Scott hosted the noon office hours call, opening with a detailed preview of app and web updates shipping over the next few days and a walkthrough of three onboarding videos now available in the dashboard.

The call closed at 3 hours 35 minutes with a reminder about the evening session at 3:00 PM Pacific.

Sharad read through the full list of app changes awaiting Apple and Google approval. The home screen tasks and appointments will become clickable. Caller ID on incoming calls will display the seller name and property address, falling back to the phone number if neither is available. A call window will allow navigating to other screens without ending an active call. The activity log entry for SMS will correctly show the seller name instead of "You." An info icon on SMS list items will reveal the from and to number on long press. Calendar filtering by team member will be available, and tapping a task or appointment will open its detail directly. The 160-character SMS limit is being removed, and app crashes reported by multiple users are being fixed (00:04:00).

Sharad previewed the smart routing setting: users can assign a dedicated number to a specific contact (the record number), which overrides the campaign number and personal default for all calls and texts to that person. If no record number is set, the system falls back to the campaign number, and then to the user's personal default. This setting will also apply to the triple-line dialer and bulk SMS once fully rolled out. The feature is the most requested update since launch and is expected by end of the week (00:05:36).

Sharad confirmed that automation tasks are currently created only when their due date arrives. With the Wednesday, September 17, update, all tasks in a drip or automation will be created the moment the automation is activated on a lead, so users and managers can see the full task list immediately. This was one of the most common complaints since launch, as teams could not see upcoming tasks on their calendar or task list until the day they were due.

The dashboard will start showing an inbox unread message count with a clickable link to the inbox. Appointments will be simplified to show only today and the next seven days. Because "new leads" is no longer a fixed status in 6.0, the old new-leads counter is being replaced by an "untouched leads" metric that flags any lead with no call, text, email, note, or status change taken. Team members can only see leads they are assigned to, and account owners will be able to switch to another team member's dashboard to verify their inbox and task list are cleared (00:09:46).

Records that exist in both leads and list stacking currently generate duplicate inbox notifications. The update will suppress list stacking notifications for any record already in leads. Variable fields in SMS and email templates have already been migrated from 5.0 format to 6.0 format automatically. The same migration for automation steps and task templates ships Wednesday, September 17, so users who have not manually updated their drip variable fields do not need to (00:10:57).

Tyler created a 30-minute walkthrough comparing where key features lived in 5.0 versus 6.0, with chapters and a searchable summary section. Over 680 users had watched it by the time of the call. Two additional videos are available: one walking through how to find and reactivate automations that stopped during the migration, and one showing how to assign leads to specific campaigns. Anthony also recorded a Zapier reconnection guide for users whose integrations broke during the 6.0 transition, and Sharad asked marketing to add it to the same dashboard section (00:13:07).

A user reported that after marking a contact as Do Not Call during a list stacking triple-line dialer session, the same person reappears because they own multiple properties. Tyler walked through a workaround: create an activity trigger automation tied to the DNC call outcome that immediately moves the record's status to DNC. Before starting the next dialing session, filter out DNC-status records so they no longer appear in the queue (03:32:42).

Sharad confirmed the team would be back at 3:00 PM Pacific for the evening session, and Tyler noted he would be available for approximately 30 minutes before another commitment.