Salesforce moves now show who is on every deal
After a Salesforce import, each deal lists the people on it with their role, and a name opens that contact.
Enhancement · Growth ·
After a Salesforce import, each deal lists the people on it with their role, and a name opens that contact. A deal whose contact roles have no primary gets its first role as its main contact. Owners and admins can also download every row the import skipped, with the reason, as a CSV from the import window.
October 2026 · Releases & improvements
Validate PDF now detects JavaScript in your files · Mo can use your own details, and links you straight to your AI Team
