Sequential Automation Builder
The automation builder has been redesigned with a sequential step-by-step layout, replacing the previous flow-based editor for easier rule creation.
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New features, improvements and fixes we've shipped. Follow along to see how the product evolves.
The automation builder has been redesigned with a sequential step-by-step layout, replacing the previous flow-based editor for easier rule creation.
A new Sequence Reports page shows enrollment and engagement analytics for your email sequences.
The pipeline page now includes a deal owner filter so you can quickly see deals assigned to specific team members.
'Contacts' has been renamed to 'People' across the entire application for clearer terminology.
People profiles can now be enriched with avatars and detailed professional information, with Gravatar as an automatic fallback.
The email section on contact pages now has separate Inbox and Sent tabs with collapsible panels.
You can now set up email signatures that automatically appear in compose and reply editors.
Email compose and reply now support CC and BCC fields, along with a Reply All option.
Email received notifications now include the sender's name and subject, with click-through directly to the contact.
The knowledge base settings now include a categories tab with a vertical sidebar layout for better organization.