Sales managers now start with a menu built for selling
Workspaces set up as a sales manager now lead the Customers menu with Deals, Contacts, Quotes & invoices and Insights, with support items tucked under More.
Enhancement · Growth ·
Workspaces set up as a sales manager now lead the Customers menu with Deals, Contacts, Quotes & invoices and Insights, with support items tucked under More. Closing or finishing the contact import from setup takes you straight to your pipeline, and the menu no longer flashes unrelated personal pages while a new workspace loads.
October 2026 · Releases & improvements
Contact health cards now update right after an import · Starting with a sign-up form now sets you up properly
