Managing your sales deals just got more collaborative. You can now assign deal owners and add multiple points of contact directly from the deal’s context panel. This enhancement helps teams coordinate better by clearly showing who’s responsible for each deal and which contacts are involved. Simply click on a deal to see the new sections for managing ownership and contact associations, making it easier to track accountability and maintain relationship context throughout your sales process.

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Improvements

  • Added external link icons for social profiles (LinkedIn, Facebook, GitHub, X, and Instagram) that open profiles in new tabs with a single click
  • Enhanced CSV file uploads with automatic file type validation to ensure you’re importing the right format
  • Improved action tags in the CRM to display fine-tuning labels, providing better context for your automated actions
  • Updated terminology from “Suggested unarchive” to “Suggested reactivation” for clearer communication about bringing contacts back
  • Renamed “Suggestions” to “Suggested imports” throughout the app for more precise language about contact recommendations
  • Enhanced deal context panels to show company names and stage details for better deal visibility
  • Added helpful information about Nylas integration in the email and calendar setup process
  • Fixed calendar navigation issues where clicking on chevron icons could cause unexpected behavior

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Fixes

  • Fixed an issue where the system would try to process empty email lists, preventing unnecessary errors
  • Resolved filtering problems in campaign sequences to ensure the right activities are included
  • Corrected button styling in the onboarding flow for a more consistent user experience

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Behind the scenes

  • Implemented handling for default LinkedIn profile images to prevent generic avatars from appearing in contact profiles
  • Enhanced email prompt processing to ensure consistent date tag formatting across all email types
  • Refactored Slack integration with improved error handling and message delivery reliability
  • Added Stripe customer listing capabilities for better billing management
  • Improved email handling logic with better normalization and role-based email detection
  • Removed legacy note processing functionality to streamline the communication system
  • Enhanced suggestion task creation with better context and contact detail handling
  • Implemented payment method handling in Stripe webhooks for smoother subscription management
  • Added automatic notes when trial subscriptions convert to paid plans
  • Improved campaign sequence activity filtering for more accurate automation
  • Enhanced billing plan selection logic to automatically choose the most appropriate pricing option
  • Strengthened contact deletion processes with better side effect handling
  • Optimized database queries and added new indexes for improved performance
  • Added comprehensive logging for email address management and organization operations