Changelog

New

• Scheduler bookings on your records — Meetings booked through your scheduler now appear on the timeline of the person, company, deal and lead they involve, and an imported meeting note can be linked to the booking it belongs to.
• Slack notifications for a scheduler — Each scheduler can now post new bookings to a Slack channel, send a daily digest of the day's meetings, and DM the host before a meeting starts.
• Status on feedback entries — Every piece of feedback now carries a status, starting at Received, so you can track what you have looked at.

Improved

• Tasks on record pages — The Tasks tab is gone from Company, Person, Deal and Lead pages — every open task is now listed at the top of the All timeline, with completed ones tucked underneath.
• Feedback list — The feedback list now has the same columns, filters and bulk actions as the Companies list, and entries are archived rather than deleted.

Fixed

• Blurry backgrounds and images — Uploaded backgrounds, feed images and launcher posters are no longer shrunk to thumbnail size; anything uploaded in the last month stays blurry and needs re-uploading.
• Deal alerts on closed deals — Homepage deal alerts no longer flag deals that are already sitting in a Won or Lost stage, and the alert's link opens the pipeline filtered to those stages.

New

• Meeting action items you choose to add — Action items from an imported meeting now appear on the meeting's entry with a Create task button, instead of every item becoming a task automatically.
• Drag to reorder step fields — Admins can now drag step fields into any order on the Step Fields settings page, and deleting one asks you to type its name to confirm.

Improved

• Tasks panel — The Tasks panel now also shows unassigned tasks on the deals, people and leads you own, splits tasks into Open and Completed, and has Complete and Reopen buttons.
• Meetings sheet — The Granola and Fireflies meetings sheet now leads with the meetings that still need a record, under clearer "Needs a record" and "Added" tabs.

Fixed

• Meetings filed on your own team — Imported meetings no longer attach to your teammates' records, and their action items go to one customer instead of several.

New

• Completed tasks on records — Deals, people, companies and leads now list their completed tasks, showing when each was completed and by whom.
• Claude usage report — Admins can see how much the Claude integration is being used, by feature, with an estimated cost, from its settings page.

Improved

• Completed tasks are locked — A completed task can no longer be edited until it is reopened.

Fixed

• Background work no longer repeats itself — Scheduled work such as email follow-ups, broadcast sending and reminder sweeps now runs on a single server at a time, so the same job can no longer fire several times per cycle.

Security

• Scheduled sync endpoints are always authenticated — The internal endpoints that trigger scheduled syncing now reject any unauthenticated request, instead of one of them being reachable because its secret had never been set.

Fixed

• Meeting notes land on the right records — A synced meeting is now logged once per attendee and only on the deals that person is actually part of, instead of being copied onto duplicate contacts and every open deal at their company.

New

• Reorder ticket custom fields — Admins can drag ticket custom fields into any order for each ticket type, and that order is used everywhere the fields appear, including the support portal.

Improved

• Step fields by project type — Project step fields can now belong to one project type, and templates can be set to a type so the new-project wizard only offers the ones that fit.

Fixed

• Granola for everyone on the team — Each person can now connect their own Granola, Fireflies or Outlook account, and the integrations directory shows only your own connection.
• Template step fields — Values you enter in a template step's custom fields are now saved.
• Help button after sign-in — The help button opens the support chat right after you sign in, without needing to reload the page.

New

• Project change history — Projects and project templates now have a History button that shows who changed what and when, starting from today.
• Tickets from feature requests — Feature requests sent from the widget can now be turned into tickets, and automations can react to new feature requests.
• Convert a lead to a deal from its status — The status menu on a lead now offers Convert to Deal, or View Deal once it has been converted.

Improved

• Sales report — The Sales report now counts deals won on the board, treats MRR and ARR deals as recurring revenue, shows all open pipeline, and opens in your most-used currency.
• Granola meetings — If you have connected Granola, a new Granola button opens a meetings sheet where you can add, ignore and review your Granola notes.
• Logos of any shape — Square and wide logos both look right in the header, and new booking pages show your organization's logo.
• Search puts Deals, Companies and People first — The search palette now lists Deals, then Companies, then People, and always shows fresh results.
• Tidier related records — Related records sit closer to the edge, rows open with a click instead of a hover button, and a deal row now opens the deal.

Fixed

• Granola notes not importing — Granola notes now import reliably, including meetings that were missed before.
• Update types on person pages — Updates on a person's page can now use any of your update types, and that person appears under Who was involved.
• Merged companies in search — A company merged into another no longer shows up in search.

Improved

• Ticket board shows one type at a time — If you have more than one ticket type, the ticket board now shows a single type with a picker next to Filters, so each column appears once instead of once per type.

Improved

• Granola meetings arrive sooner — Connecting Granola now imports your last 30 days of meetings right away, new meetings sync every 15 minutes, and a Sync now button in the meetings sheet pulls them in on demand.