December 17

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Agency Cancellation, Regulatory Bundle v2 and MCTB [Missed Call Text Back]

By GoEXELA Zap

December 17, 2024


– **Agency Cancellation**: Numbers/A2P retained for 14 days post-cancellation; cleanup irreversible after 14 days if not reactivated.

– **Regulatory Bundle Upgrade**: Improved design and user experience for easier info submission.

– **MCTB Update**: Missed Call Text Back now uses the number called; defaults to a fallback number if SMS incapable.

**TLDR:** Users can now view, delete, and update subscription payment cards easily and securely, enhancing control and flexibility

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Client Portal > Subscription Management – Enhancements

**TLDR:** Users can now sync invoices from GHL to Wave for streamlined accounting. To set up, go to

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Sync your GHL Invoices to Wave Accounting

Users can now send estimates directly from the contact page, with pre-populated contact details. Track sent estimates via

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Contacts: Estimates now available in Payments tab

**TLDR:** – New Payments tab in Opportunities for sending/viewing estimates/invoices. – Navigate to Payments Tab, create/send invoices, auto-redirect

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Invoices & Estimates: Now available in Opportunities

New “Unlabeled” card layout for Opportunities improves data viewing with streamlined design, allowing more info per card and

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Unlabeled Cards in Opportunity View

**New Features:** – **Pluck and Join Helpers**: Streamline automation by extracting specific dataset fields and combining them into

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Fetch Product Details using Pluck and Join in Workflows

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