What’s New
Once your account has opted in to Utility Connect, the contact record now tells
you where each referral stands — without leaving the page.
Features
- Concierge status badge — referred contacts show a status row in the left
panel, tracking the referral from Referred — pending contact through
Contacted, In progress, and on to Converted or Closed — no
conversion. Delivery problems (a referral Utility Connect didn’t accept)
are shown in place of the journey status so nothing fails silently. - “Updated … ago” freshness — status arrives from Utility Connect on a
polling cadence, so the badge says when it was last confirmed rather than
implying a live feed. Opening a contact also nudges a fresh check, so the
record you’re looking at is the one that stays current. Until Utility
Connect has the referral on file — it’s still on its way, or it wasn’t
accepted — the row says “Status set … ago” instead, because there’s nothing
to check yet and it won’t pretend otherwise. - Timeline entries for every step — enrollment, submission to Utility
Connect, and each status change land on the contact’s activity timeline. If
Utility Connect ever reports a state behind the one on record (for example a
reversed conversion), the timeline records that report even though the badge
holds its ground.
As always, agents see referral status — never dollars — and accounts that have
not opted in see nothing Utility Connect–related at all.