New deals now start owned by you
Creating a deal no longer leaves the owner blank, so deals stop falling out of your "my deals" view, owner filters and the forecast.
Enhancement · Growth ·
Creating a deal no longer leaves the owner blank, so deals stop falling out of your "my deals" view, owner filters and the forecast. You can still change the owner, and the owner list is now alphabetical with type-to-search, with you pinned at the top.
September 2026 · Releases & improvements
Training, certifications and policy sign-offs are now easy to find · Inventory now says when stock levels could not be loaded instead of showing