Deal Revenue Type and AI Recap
Deals now support revenue type classification, enriched activity timelines, and AI-generated deal recaps.
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Deals now support revenue type classification, enriched activity timelines, and AI-generated deal recaps.
Products now have a dedicated detail page with create and edit modes.
A new email templates feature with a drag-and-drop editor lets you create reusable templates for sequences and manual sending. Templates show where they're being used.
Feature Assists are context-aware AI agents that activate on specific pages of your product. They provide instant answers with suggested questions, markdown formatting, and a resizable expanded panel.
Forms and scheduler now track campaign attribution, helping you understand which campaigns drive conversions.
The lead detail page now features a three-column layout with a full activity timeline for better context at a glance.
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.
People profiles can now be enriched with avatars and detailed professional information, with Gravatar as an automatic fallback.