The five standard deal types (New Business, Existing Business, Renewal
The five standard deal types (New Business, Existing Business, Renewal, Upsell, Other) now appear in the Deal types list in Sales admin, so you can open any of…
Fix · Growth ·
The five standard deal types (New Business, Existing Business, Renewal, Upsell, Other) now appear in the Deal types list in Sales admin, so you can open any of them and set the defaults a new deal of that type starts from: selling entity, currency, pricing calculator, proposal template, terms and starting modules. Types you add yourself sit in the same list. Previously only custom types could carry defaults and the list was hidden until you created one.
September 2026 · Releases & improvements
Marketing's top click-rate campaign now really has the highest click rate · AI Hub's underused-feature suggestions now match your actual usage
