Record IDs – Improved Visibility in Lists & Record Details

We’ve made Record IDs easier to find so you can quickly reference them for troubleshooting, integrations, and automation testing. This update is available for Custom Objects, Companies, and Tasks. ✨ What’s New List View: You can now add Record ID as a column using...

Record IDs – Improved Visibility in Lists & Record Details

We’ve made Record IDs easier to find so you can quickly reference them for troubleshooting, integrations, and automation testing. This update is available for Custom Objects, Companies, and Tasks. ✨ What’s New List View: You can now add Record ID as a column using...

Record IDs – Improved Visibility in Lists & Record Details

We’ve made Record IDs easier to find so you can quickly reference them for troubleshooting, integrations, and automation testing. This update is available for Custom Objects, Companies, and Tasks. ✨ What’s New List View: You can now add Record ID as a column using...

Record IDs – Improved Visibility in Lists & Record Details

We’ve made Record IDs easier to find so you can quickly reference them for troubleshooting, integrations, and automation testing. This update is available for Custom Objects, Companies, and Tasks. ✨ What’s New List View: You can now add Record ID as a column using...

Reselling Reporting on Agency Dashboard

We’ve launched Reselling Reporting on the Agency Dashboard — giving agencies clear visibility into the services they’ve deployed and monetized across sub-accounts. This release focuses on structured visibility — helping agencies track revenue, costs, profits, MRR, and...

Bulk Import for Custom Objects (Create + Update)

You can now import Custom Object records in bulk — with the same create/update flow you’re used to for Contacts and Opportunities. This feature is currently under Subaccount > Labs > "Company and Custom Object Import" ✅ What’s new Create, Update, or...