Opportunity Workflow Actions

We’ve introduced new and improved Opportunity-related workflow actions, providing greater flexibility and precision when creating, updating, assigning, and removing opportunities in your sales pipelines. These enhancements streamline your sales process and ensure you...

Custom Value Error Warnings in Email Templates

✨ What’s New? We now show warnings for custom value errors in email templates. When an error is detected, the warning appears at the top, and clicking it takes you straight to the problem area. 🎯 Why we did? Custom value errors can cause emails to fail or not be...

Sub Account Custom Reports : Improved Date Property Selection

We’ve made a significant improvement to date range selection when scheduling report emails! đź‘€ What’s New? Previously, when scheduling a report email, you were required to select a global date range, which applied to all widgets—even if some widgets had their own...