View-only teammates now get a clean, read-only Customers view
People invited with view-only access are no longer shown the workspace CRM setup wizard they could not save, and buttons that would have been rejected…
Fehlerbehebung · Wachstum ·
People invited with view-only access are no longer shown the workspace CRM setup wizard they could not save, and buttons that would have been rejected (assigning an owner, changing a stage, adding to a list, enrolling in a sequence, queueing a call) are no longer offered. The create menu only lists records you are allowed to create, and if an edit is ever blocked you now get a clear message instead of silence.
September 2026 · Releases & Verbesserungen
Invited teammates are now greeted by their name, not their email handle · Saved passwords no longer go missing when the vault is busy
Wachstum
- Clearer social account options in Marketing
- Text fields in Automo Connect are now easy to see
- A calmer Mo AI panel that shows what Mo can see
- Mo in Automo Connect now looks like Mo everywhere else in Automo
- Mo's approval cards look and move like the rest of Mo
- Mo's message box is simpler, and you can hold Space to talk
