FirstQuadrant now delivers greater clarity and insight into your contact workflows with enhanced activity and task management features. Activities, tasks, deals, and pipelines now include richer details—such as step-by-step reasoning, clearer action titles, and meaningful descriptions—giving you full transparency into why each action was recommended or triggered.

In both the CRM and sequence workflows, you’ll see tooltips, labels, and new visual icons representing the logic and trigger behind every action or rule, plus direct links to their underlying campaign or deal context. These upgrades make it dramatically easier to understand, track, and optimize your sales outreach strategy at every stage.

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Improvements

  • Task forms and activity feeds now show detailed reasoning for suggested or AI-generated actions, improving transparency in outreach recommendations.
  • Action tags and CRM activity lists display new trigger icons and classification badges, letting you visually scan for follow-up steps, reminders, and automated rules at a glance.
  • Pipeline and deal management have been upgraded: stages and pipelines now support titles and rich description fields to help your team document key steps and intentions for every opportunity.
  • Stage and pipeline managers can now add meaningful descriptions from a streamlined, upgraded “New Pipeline” workflow.
  • Creating or editing deals now supports new input fields for deal values, including validation for financial tracking, helping teams better forecast and prioritize.
  • Campaign and sequence management workflows now surface direct links and details about connected campaigns, making navigation and reporting easier for multi-step outreach.
  • Improved user interface feedback: disabling form fields and buttons during processing to prevent accidental changes and streamline bulk approval actions.
  • Clearer email action options and updated labels on follow-up actions improve overall workflow understanding.

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Fixes

  • CRM activity logs and sequence tasks now display confirmation steps and reminders only where appropriate, reducing clutter and mislabeling.
  • Activity lists handle draft, completed, and in-progress statuses more accurately, ensuring up-to-date context for every contact.
  • Email draft management now correctly syncs action updates, avoiding issues where actions appeared out of date after campaign step changes.
  • Improved processing of AI-driven follow-up and reminder steps, reducing issues stemming from missing company details or out-of-sync sequences.

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Behind the scenes

  • Major database and schema enhancements: introduced new fields and structure for tasks, actions, notes, runs, pipelines, and deals, dramatically improving the granularity and flexibility of backend data tracking.
  • Replaced and expanded the logic around task and run association, including clearer status handling (e.g., DRAFT, COMPLETED, SUPERCEDED) to better support automation and reporting.
  • Added new fields—such as activityId, run, description, title, reasoning, and value fields—for advanced relationships between tasks, activities, campaigns, and deals.
  • Improved run management, making the relationship between tasks, runs, and contacts more robust and automatic, ensuring data consistency and better resource handling.
  • Enhanced task and note processing with advanced event logging, processing results, and clearer error and reasoning feedback for developers.
  • Upgraded routes and API endpoints to surface more context in campaign, task, pipeline, and deal data retrievals.
  • Refactored numerous backend modules and validation systems for better clarity, type safety, and maintainability.
  • Updated numerous dependencies—such as Prisma, React, Next.js, and OpenAI packages—for stronger performance, security, and compatibility.
  • Improved internal README documentation, gitignore settings, and codebase structure for easier development and onboarding.
  • Deprecated and renamed various action types and internal identifiers to better reflect their purpose in task automation logic.
  • Enhanced error handling and logging, especially during sequence, follow-up, and enrichment workflows for both contacts and companies.