• When adding a new Deal, it’s now possible to assign it to a specific contact only instead of first assigning the Deal to an account before you assign it to a contact. Current options: assign to contact, assign to account, assign to account and contact.
  • Notes that have been added to call logs are now visible by default in the activity stream.
  • We’ve created a bigger separation between the ‘My cases’ and ‘My deals’ widgets on the Dashboard and the Cases and Deals pages. Now, if you select people in the person selector on your dashboard, those selections will not also be shown when viewing your cases or deals page. This is to keep your selections and viewing preferences separate and personal to you.
  • While postponing a Deal or Case, the preview of dates is now showing the correct day.
Did this answer your question?