A simpler Sales menu in Customers
The sidebar no longer lists Companies next to Contacts: the Contacts page's own switch moves between contacts, companies and leads, so there is one place to…
Enhancement · Growth ·
The sidebar no longer lists Companies next to Contacts: the Contacts page's own switch moves between contacts, companies and leads, so there is one place to open them. Accounts now shows in Advanced mode only, since account management is a business-to-business tool; Simple mode keeps repeat customers in the Contacts list's Customers view. The item that held proposals, products, terms and contracts is now called "Proposals & contracts" everywhere, including its page heading. Sales admin lists Custom fields and Import next to Clean-up, and the Contacts page's "..." menu links to Sales admin for the people who can open it.
October 2026 · Releases & improvements
Quotes now stay visible on the deal they came from · Asana imports now follow your workspace's privacy settings and stop as soon
