Deals for an individual now need a person
When you tick that a deal is for an individual rather than a company, the contact field is now marked as required and the deal cannot be saved without one.
Fix · Growth ·
When you tick that a deal is for an individual rather than a company, the contact field is now marked as required and the deal cannot be saved without one. That stops deals being created with no customer at all, so quotes, invoices and account health always have someone to bill.
September 2026 · Releases & improvements
Guide me now gives you real first steps · Adding a staff member now shows an accurate summary
