Faster contact entry for small businesses
Adding a contact now starts with a Person / Business contact switch, so a tradie adding a homeowner sees just name, phone, email, address, source and notes…
Enhancement · Growth ·
Adding a contact now starts with a Person / Business contact switch, so a tradie adding a homeowner sees just name, phone, email, address, source and notes, while sales teams still get company, job title, department and LinkedIn. Stage, owner and location sit under More details with their defaults applied, you can fill a contact by pasting an email signature or snapping a business card, and Save & add another keeps the drawer open for the next one.
October 2026 · Releases & improvements
AI sales reps sign every email the same way · Saving a quote from a deal now creates one quote in Finance
