Understanding your pipeline and managing follow-ups just got smarter. FirstQuadrant now automatically surfaces past won deals right inside the contact prompt generation—meaning your AI assistant is more context-aware than ever when suggesting next actions, replies, or sales strategies. Actions linked to deals now display richer reasoning, with detailed activity formatting spanning campaign sequences, deal milestones, and nuanced relationship history. The result: more relevant suggestions, timely nudges, and clearer guidance as you move contacts through your sales funnel.

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Richer activity management and note tracking

Managing outreach activities is even easier! You can now delete any unwanted action directly from contact activity dropdowns, and see a badge instantly appear when a note or response is linked to a task—helping you focus on what’s actionable. Importing contacts is more powerful too, with support for an optional note field during import, ensuring every import is documented with the context you need.

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Improvements

  • You’ll see more informative and descriptive success messages after approving draft emails, so you know exactly when your changes are saved.
  • Activity logs now include deeper deal and campaign context, with dynamic labels and detailed reasoning for all major activity types, making timelines easier to understand.
  • Filtering and searching contacts and companies is now more flexible, including direct navigation links to API keys and imports—speeding up access to essential resources.
  • Company details now display the legal entity name when different from the display name, providing more business clarity.
  • Activity and contact lists are more precise, with improved draft handling and more robust exclusion of skipped or forwarded emails.
  • Notes are now linked more reliably through imports, and you’ll see notes at a glance in tables and activity feeds.
  • The import process features smarter validation and schema support, making bulk imports smoother and allowing for more flexible data entry.
  • Nylas integration has been improved, now routing redirects and tracking through region-specific endpoints for more reliable performance.
  • Subtle UI and labeling refinements for better readability, including more succinct button text and updated references from “existing properties” to “internal data” for clarity.

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Fixes

  • Simplified button text in the import settings form for a cleaner and less-confusing import experience.
  • Optimized the refresh intervals on activity and actions pages for smoother live updates, and removed distracting scroll-jumps in activity views.
  • Fixed inconsistencies in follow-up email generation, guaranteeing dates are calculated and displayed correctly.
  • Improved core logic to skip syncing of emails that are merely forwarded, reducing noise in your activity feeds.

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Behind the scenes

  • Enhanced email processing so that manually added contacts and those with organizational connections are handled more intelligently, including detailed logging for troubleshooting.
  • Improved filtering of email mentions and optimized how the system skips or processes certain emails and activities.
  • Boosted action and sequence handling logic behind the scenes for more reliable tracking of tasks, drafts, and deletions.
  • Upgraded backend logic for activity creation, with robust support for activity deduplication and better handling of drafts, forwards, and skips.
  • Added optional trace group identifiers for AI workflows, allowing better tracking and debugging of automated actions across your sales operations.
  • Refined error tracking and monitoring by migrating from Sentry to Highlight, centralizing how errors are logged and diagnosed across the platform.
  • Improved performance and readability of core UI components (such as DataTables and workspace layout) by modularizing code and using memoization where possible.
  • Flexible import validations were added, with advanced handling for nullable data fields and dynamic note templates.
  • Organization access control now leverages user-specific membership scopes for more secure and accurate permissioning.
  • Improved performance and animated interactivity of the marketing site with dynamic screenshots and advanced navigation.
  • Dynamic pagination and search capabilities have been upgraded for companies and contacts, making backend pipelines more efficient.