Bulk Actions in Opportunities – Cards View

📌 Overview You can now perform bulk actions directly from the Opportunities Kanban/Card view without switching to List view. Note: To enable this feature go to Settings > Labs > Enable “Bulk Actions in Cards View” 🚀 What’s New 1. Bulk Card Selection:...

🚀 Now Live: Contact Summary Agent in Ask AI

We’ve launched a powerful new skill in Ask AI — the Contact Summary Agent — designed to give you instant, actionable insights about your contacts. ✨ What’s New? With a simple prompt like: – “Summarize a contact” – “Summarize my contact” You can now:...

Switch Form Types in Builder

❓# The Problem Statement Previously, when users wanted to change the form type in the builder, the process was rigid and caused dead clicks. Switching form types would often result in lost settings, forcing users to restart their work if they wanted to compare or...