by | Jun 11, 2026 | Uncategorized
Tasks V2: Your Smartest Way to Get Things Done. A faster, repeatable, team-ready task manager reimagined on mobile app. Tasks V2 is a ground-up upgrade with the features you've been waiting for: recurring tasks, opportunity links, multiple contacts, board view,...
by | Jun 11, 2026 | Uncategorized
What’s new? You can now notify contact followers, opportunity followers, or both from the Internal Notification workflow action. We also added Opportunity Owner as a new recipient option in the existing 'User Type' picker. How it works A new notify followers...
by | Jun 11, 2026 | Uncategorized
What’s new? We improved how field dropdowns rank search results along with a refreshed UI in workflow trigger filters. When you search for a field, the best match now appears at the top, whether it is a standard field or a custom field. How it works While searching,...
by | Jun 11, 2026 | Uncategorized
You can now reorder your pipelines directly in the Opportunities pipeline view. Rearrange pipelines by drag and drop, or move one to an exact position from the Actions menu — and the order sticks across page refreshes. What's New Drag and drop to reorder...
by | Jun 11, 2026 | Uncategorized
The pipeline dropdown now includes an All Pipelines option, giving you a single, consolidated view of opportunities across every pipeline at once. What's New A new All Pipelines option has been added to the pipeline dropdown. When selected in List view, it...
by | Jun 10, 2026 | Uncategorized
🧭 Overview We've improved how appointments are organized within the Contacts and Conversations tabs to make it easier to quickly understand what’s coming up next and what happened most recently. Previously, appointments were not always displayed in the most...
