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Prepare, review, and follow up on meetings in the Sales Workspace

Feature Status: In beta

24 Mar 2026

Customize Your columns in the Duplicate Management Table

Feature Status: Live

24 Mar 2026

Create One-Time Invoices from Quotes or Deals with Workflows

Feature Status: Live

24 Mar 2026

Customize Workflow Names for the Enroll in Workflow CRM Card

Feature Status: Live

18 Mar 2026

Improved Notifications for Workflow Issues

Feature Status: Live

17 Mar 2026

Expand current MAM’s organization limit of 5 accounts

Feature Status: Live

11 Mar 2026

New Actions and Limits added to Forms Simple Workflows

Feature Status: Live

11 Mar 2026

Customer Agent can now see images attached by your customers

Feature Status: Live

11 Mar 2026

Multi-Account Reporting

Feature Status: Live

11 Mar 2026

Rate your Customer Agent Reply in Tester

Feature Status: Live

11 Mar 2026

Data Agent: Activities and Transcripts Data Source

Feature Status: Live

11 Mar 2026

Custom events are now available to Pro customers

Feature Status: Live

3 Mar 2026