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Product Updates

If you’re a tech-enabled team who needs to scale without overpaying for enterprise sales software, you’ve found the right sales tool.

Improvement

August 2025 Improvements

August 2025 Improvements

Notes

  • You can now set custom titles on Notes.
  • Titles are also searchable, making it easier to find key information in Smart Views.

Export Lead Fields

  • We added the option to only export columns that are included in that specific Smart View. This will help you get only the data you need.

Other Improvements

  • Extra confirmation is now required when deleting custom fields, helping prevent mistakes.
  • Voicemail notifications now show a preview of the transcript when collapsed.
  • We added the ability to cancel inline edits on the Lead page by pressing "esc".

Bug Fixes

  • The "all users" option in User Select is now searchable.
  • The member count in the membership view updates correctly when switching between organizations.

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