Custom values support in dashboards and reporting

👀 What's New? You can now insert custom values into dashboard/report widget conditions and elements using the new {} picker. Supported in widget conditions — wherever you enter a text value (e.g. Source field). Supported in dashboard elements — Embed (URL),...

Dynamic custom values in dashboards and reporting

👀 What's New? You can now insert dynamic custom values into dashboard/report widget conditions and elements using the new {} picker. Supported in widget conditions — wherever you enter a text value (e.g. Address, Source field). Supported in dashboard elements —...

Threads Post Sync in Social Planner- Labs

Your Threads content can now live alongside the rest of your social strategy. ✨ With Threads Post Sync (Beta), you can automatically import your existing Threads posts into Social Planner, giving you one place to manage historical content, monitor engagement, and...

Conditional Custom Fields for Opportunities

Opportunity forms can now adapt automatically based on each deal. Admins can control which fields or folders appear—and which fields are required—based on an opportunity’s pipeline, stage, status, or other field values. What’s New Create rules using single conditions...