This major update makes CloseFlow faster, smarter, and easier to use. New in this version: • Today’s CloseFlow with daily revenue actions • Predictive Recommendations with “Why this?” explanations • Follow-up feedback and recommendation history • Improved Pipeline, Playbooks, Contacts, and Signals • Import-to-Revenue-Run contact onboarding • Compliance Intelligence and safer language guidance • Team Momentum and team-safe compliance tools • iPad and tablet layout improvements • Access and performance polish CloseFlow helps you know who to follow up with, what to say, and what to do next.

This update adds Predictive Recommendations, a new way to review follow-up signals and decide where to focus next. CloseFlow can now surface: A suggested next contact A recommended playbook A suggested tone A follow-up timing signal A simple coaching note inside Signals As always, CloseFlow keeps you in control. You review drafts, approve messages, send manually, and log what happened.

Google and Apple Authentication UI Improvements Settings Improvements

This update makes CloseFlow easier to start, organize, and use in the field. What’s new: • New Field Management tools with address fields and address autocomplete. • Improved 90-Day Coach setup to help you add contacts, enable reminders, and get started faster. • Better guidance when your contact list is empty. • Performance improvements across Home, Contacts, 90-Day Coach, and AI Activity. • Team Intelligence and Team Improvements • General reliability improvements and bug fixes.

Contacts Import + Contact Management Add contacts manually, from phone contacts, or by uploading a contact list. Bulk import now supports uploaded files instead of only pasted text. Import parser handles messy CSV/list formats, including MLM/back-office exports. Import maps fields like name, phone, email, address, customer type, and ID fields. Added Customer ID field on contacts. Member ID, Customer ID, Account ID, and similar columns now map into Customer ID. Improved duplicate detection using email, phone, Customer ID / external ID, and name fallback. Added contact source tracking, including import source, source file, import batch, and customer type. Phone Contacts Users can import contacts directly from their phone. Phone import requests contact permission, reads available contacts, filters existing/incomplete contacts, and lets users select who to import. Added clean edge-case messaging when the phone has no contacts available. 90-Day Coach Updates 90-Day Coach now guides users to add contacts before starting meaningful coach activity. Removed rigid “Step 1” copy and changed it to more natural “Add contacts” / “Start here” language. Coach setup includes contact options: Add Contact Import from Phone Upload Contact List Skip for Now Coach screen performance was improved by limiting heavy rendering and avoiding unnecessary refresh work. Field Sales / Address Intelligence Added Field Sales Mode in the app workspace/settings area. When Field Sales Mode is on, contacts can include structured address fields: Street address Address line 2 City State/province Postal code Country Latitude/longitude Place ID Address provider Contact import now maps address fields from CSV/list uploads. Phone contacts can preserve structured address data when available. Contacts can be searched by address-related fields. Address Autocomplete Added Google Places address autocomplete for Field Sales Mode. Typing an address can populate city, state, ZIP, country, latitude/longitude, and place ID. Manual address entry still works if autocomplete is unavailable. Requires EXPO_PUBLIC_GOOGLE_PLACES_API_KEY. UI Cleanup Changed Add One copy to Add Contact. Removed visible/manual refresh buttons from primary UI areas. Replaced most refresh buttons with automatic refresh, pull-to-refresh, or error-state retry behavior. Cleaned up phone import UI spacing. Reduced noisy debug messaging in normal user flows. Performance Improvements Contacts screen now uses virtualized list rendering for large contact lists. Improved Contacts and AI Activity performance with memoized lookups and limited rendering. Reduced heavy Home and Coach work on tab changes. Added caching/debouncing around refresh and local persistence. Optimized modals so inactive modal trees are not always mounted. Backend Updates Contacts backend now supports: Customer ID Address fields Import metadata Better duplicate detection Better email/phone normalization Batch-safe contact imports Search backend now supports searching contacts by: Customer ID Address City State Postal code Country