Good afternoon guys!

It's Andre. First of all - big welcome to OnlySales to all our new users!

What started as a side project, made by health insurance agents, for health insurance agents - continues growing by the week. So, before we get started with the updates, just wanted to say thank you to all the health advisors out there trusting OnlySales to help their business grow! 🔥

Now - one note to mention. Our team has been working double shifts for the last few months to keep up with tickets, new features, bug reports. Don't get me wrong, we love it - but we needed a moment to get a team together for the year! Over the last few weeks, we've been working on doubling the size of the development team, adding more customer service agents, and introducing an onboarding system into the app - so new agents can get a customized walkthrough on how to use everything as soon as they get started.

We're already training the new staff now, and in the process of hiring more - and we've done a lot of foundational work on systems and organization, in a way that we hadn't done to date.

We're still working on this new version of ourselves - if it takes a bit to get a reply on support chat, or you can't reach me directly - just know we're not ignoring anyone, but unless we finish with this pause, and focus on documentation and hiring, we're going to continue playing catch up for the rest of the year while the game gets harder and harder:

(The team closing one ticket for 3 more to open up 😅)

There will be another update this coming Monday - and while we'll continue releasing updates every week, every Monday - the next major update (large features, completely new) will take a bit longer to put together than this one - but the good thing is, once the new team is fully set in place, we should be able to get back to our original speed of 1-2 major features EVERY single week, while getting back to everyone for support in 1-3 minutes.

In the meantime - if you have any feature ideas, you can use the Features and Feedback widget in app (Top right by your balance, book icon) to submit them. Most of the features from this update - were requested directly by users just like you.

With that out of the way - let's get to the updates!

New Features:

- (Highly requested!!) Reblasting Data through CSV uploads:

We've received requests for this feature a lot over the last year! And we're excited to finally open it up to everyone.

Here's the situation it solves: Let's say you upload 100K leads, over a few months, to your account, from sources like NextGen, Marketplace, Vanillasoft, and others.

One day, you decide to run a campaign to leads from the Marketplace that you bought last month. You download them from the marketplace, upload them to OnlySales - only to receive an error. Every single contact shows up as a duplicate.

The way to work around for this in the past, was to try to find the specific list in the app, select the list, and delete it - then, upload it again. But, this took time to find, and was sometimes impossible.

Requests to our customer service team to delete contacts so users could reupload a specific batch again, have come in more often over time - so we decided to engineer a way to allow everyone to do this on their own!

Here's how it works now. When uploading a list, on the last page of the uploader, you can now turn on this toggle:

If it's enabled - the system will NOT reject duplicate leads, but merge them instead. So - if you'd messaged them in the past, those conversations would still be there, but they'd be added to the workflow of your choice, instead of rejected as a duplicate like before.

What this means really - is you can use an outside list, as a reblast filter, even if it already exists in the app, without ever needing to worry about duplicate contacts!

And what's better - if by some reason, you accidentally add them twice in a row, workflows are programmed with a safety now, to only allow the lead to run through it once at a time (even if allow multiple is enabled). So there is no way, to end up messaging a list the same workflow back to back by accident.

This feature is a bit complicated to understand at first glance - if you have any questions about it, please refer to this support article:
https://help.onlysales.io/article/60-reupload-csvs-and-ignore-duplicates

- Deactivations/Account cancellations:

On ocassion - some users request to cancel their accounts. More often than not, the same users return after a few days or weeks as well! But the issue is - we haven't had a consistent system for account connection deletions. User cancels today - returns in 6 days, and sometimes we could fully restore all connections (don't need to register for 10DLC again, and can use the same numbers), sometimes we couldn't.

Account cancellations are more straightforward now. At the time the account is cancelled - the subscription is no longer charged, and the account cannot send/receive messages any longer.

We've coded in a 30 day period after account cancellation, where we keep the website, 10DLC brand and campaign, numbers, and any other external connections needed. Restoring an account within that window, should take the support team a few minutes to do for you. After the 30 day mark however - we'd love to have you back, but there will need to be a new account fully created from scratch, including a new waiting period to get the account registered and approved for 10DLC.

- UI polish:

- Empty Pages:

This will be noticed by new accounts most of all - all tabs (contacts, tags, conversations) will have a better default blank value that explains more easily how to get started. It's the first part of our multi stage approach to rewriting from scratch, the way we onboard new users to the platform.

- Opportunities Tab, can now edit networks:

We also updated the opportunities tab. Some of you that work with other plans outside of UHC, CIGNA and PHCS networks, requested a way to update the selection on the pipelines/opportunities section.

You can now start an update, by going to opportunties, and editing one. Once you're editing an opportunity, you can edit the network list, like this:

Updating your network list will not modify your existing opportunities, only new ones.

- Workflow Number selection:

When you select, in the contacts page, a list of contacts to add to a workflow - the toggle option is now a bit clearer to understand. If use Current number is selected, all contacts will be added to the workflow of your choice, using the number they've already been previously been contacted with. This is most useful when bulk following up with lists of already interested leads.

If Use Different Number is selected, all contacts will be added to the workflow - but messages will go out from a different number than the original one used. This is most useful for running reblasts to older lists.

- Phone numbers tab, UI Changes:

As you use your account, you'll eventually replace older numbers with newer ones. We updated the display of this page to be easier to read. Deleted numbers are kept out of view, but can still be accessed if needed through a button.

- Deleting numers - Feature polish:

Not sure if a number you're looking to replace is in use, or if you already removed it from your workflows?

Now, as you click to delete a number - there will be a count of all workflows which are active, that currently use it to remind you.

Bulk replacing a large list of numbers, all at once? Now instead of doing each one individually, you can select them in bulk, and delete them once, saving a lot of time:

- Other polish:

There's about a dozen other small updates throughout the pages, from tiny fixes, wording changes, and optimization of loading times and server load as well in this update.

That's it for now!

I know this update is the first one in a few months - and for that, I want to apologize again. Myself and the team were originally obsessed with quality - it was this attention to detail, that got some of you to fall in love with OnlySales, and refer us far and wide!

And that growth, came with it's own struggles. At some point, we moved away from the single minded obsession of new quality features and app optimization, into keeping up with a larger, more diverse user base - putting out fires left, right, up and down.

We tried to hire without pausing - but our new hires, in development, or customer service, didn't work out as we would have liked, and that was our fault. We didn't have the time, or the systems in place, to properly set them up to help us succeed.

To fix this, we had to fully pause from running from one task to the next - and rebuild from scratch the entire organization system we use internally.

(If you're curious - here's just a part of the research the team and I have been reading through!)

So if you've been wondering where we've been (I know some of you have called/texted me directly), or why we've been quiet - that's it! Expect to see us around way more often now - as we go into the rest of the year as a much stronger, mature version of ourselves, having learned from our mistakes.

As always - thank you for using OnlySales, we wouldnt be here without you. Whatever suggestions you have, send them our way, updates should be faster than ever now.

Next one, this coming Monday. Talk to you then!