Get deeper insight into your campaign performance with the new analytics percentage toggle. Now, when viewing campaign analytics, you can quickly switch between absolute values and percentages for key metrics like sent, opened, replied, clicked, deals created, and deals won. This update also introduces more detailed conversion rates for both created deals and won deals, allowing you to precisely measure each stage of your sales process and instantly spot what’s working best. Plus, improved layout and grid alignment make your analytics easier to read at a glance.

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Improved delay and scheduling control for campaign emails

You now have greater control and clarity over when your campaign emails and follow-ups are sent. Both the campaign sequence step form and draft email form now let you review and adjust the delay before each email is sent, thanks to a clear new interface and improved feedback when scheduling. These updates ensure your outreach timing is always just right, and that every follow-up hits your prospect’s inbox at the optimal moment.

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Improvements

  • The campaign analytics dashboard now offers a percentage toggle and clearer layout, helping you understand performance trends instantly.
  • Data tables now support new filter options (“Yes” and “No”) for fields that can have null values, making searches more precise across your lists.
  • Contact activity logs now show clear messages when contacts or companies unsubscribe, giving you better visibility into opt-outs.
  • Improved logic for grouping and displaying stale deal activities, including a count of repeated staleness, so you can spot neglected deals at a glance.
  • The deals pipeline features renamed and reworded stage labels and descriptions for better clarity, helping you and your team track deal progress more easily.
  • Updated the action bar and draft email form with clearer button labels, like “Approve draft” and “Approve and send draft now,” so actions are always obvious.
  • Pagination controls and result headers are now more readable, displaying “99+” for large page counts and improving navigation in big datasets.
  • The contact qualification panel now displays icons more accurately, making it easier to spot qualified and unqualified leads.
  • Enhanced import forms now default to safer settings, reducing the risk of connecting to existing records or triggering unwanted qualifications on import.
  • In actions tables and forms, the “Later” label now replaces “Snoozed” for postponed actions, making status easier to interpret.
  • Improved form field handling and button arrangements throughout the user interface—such as more consistent filter dropdowns and more visible logos—for a more polished look and smoother interactions.
  • The loadOptions and IdSelect components now support ordering and sorting, so data displays in your preferred sequence across forms and selectors.

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Fixes

  • Improved draft email thread handling, ensuring replies and follow-ups are accurately referenced and organized in ongoing conversations.
  • Updated date formatting in various prompts and UI components to a more comprehensive “full” style, making communications and reminders clearer.
  • Fixed issues with qualifying questions—ensuring answers are now always captured as “Likely True,” “Likely False,” or “Unknown” for consistent reporting.
  • Corrected filtering options and label inconsistencies in the company and deal management screens, improving the clarity of choices.
  • Enhanced company merging logic when processing external integrations, reducing duplicate company records and streamlining your CRM data.
  • Deleting or disabling connections and qualifications during imports is now safer, with default settings reducing unwanted connections.
  • Improved error handling and feedback throughout the importing process, form drafts, and calendar event management.
  • Activity logs, contact views, and deal updates are now more reliable, with fixes to activity grouping, deal staleness detection, and contact draft management.
  • Adjusted marketing assets—like Open Graph images and logo opacity—to ensure visibility and consistency across all platforms and devices.
  • User interface refinements: preserved whitespace formatting in task forms, clarified button functions, and improved navigation for large datasets.
  • The status and naming conventions for actions, calendar events, and qualification icons have been unified for a more seamless experience.

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Behind the scenes

  • Added a new database field and backend schema support for precise control over email follow-up delays in campaigns and drafts.
  • Improved backend company upsert logic to merge records based on external integration IDs, reducing data duplication and increasing CRM integrity.
  • Enhanced filter transformation logic and query key handling for [not null] values, supporting more complex and accurate list filtering in APIs.
  • Updated backend campaign analytics: new fields and calculations for created deal and won deal conversion rates are now included in analytics routes and schemas.
  • Streamlined imports: imports now capture author IDs for audit trails and support improved connection to contact records.
  • Refactored Nylas (email/calendar integration) logic, adding grant synchronization and deletion events for better connection lifecycle management.
  • Upgraded calendar event and activity handling to exclude deleted emails, process only current contacts, and provide richer reasoning for upsert actions.
  • Improved pagination and deal management schemas for consistent monetary formatting and more flexible sorting.
  • Updated qualification context logic and icons to reflect unqualified reasons.
  • Refactored scroll handling logic in contact activity components to improve maintainability and user log insight.
  • Enhanced token management with improved error handling, debug logging, and session validation, providing a smoother authentication experience.
  • Updated core backend and UI dependencies: ensured infrastructure and third-party package upgrades for better reliability, performance, and maintainability.
  • Deleted legacy and deprecated code, improving the long-term cleanliness and scalability of the platform.