Your sales pipeline, Accounts, and a live view of your AI team
Deals now opens on your sales pipeline (Lead, Interest, Demo, Proposal, Negotiation, Verbally approved, Won, Lost) instead of account management.
Enhancement · Platform ·
Deals now opens on your sales pipeline (Lead, Interest, Demo, Proposal, Negotiation, Verbally approved, Won, Lost) instead of account management. A new Accounts page under Deals shows your contracted and key customers with health, contract value, renewals and open work. Companies join it automatically when a deal is won, or you can add them by hand. Leads stay inside Contacts. AI team admins get a Live tab on the AI Team page showing every email, call, text, chat and action as it happens: open the full email or call, listen in, whisper or take over a live call, and approve and send drafts right there. AI team members now appear in Team Activity and by name on deal, contact and company timelines. An empty Deals page now offers importing from HubSpot, Pipedrive or CSV and handing leads to an AI team member.
October 2026 · Releases & improvements
Bill approvals in Catch Up now open the bill · Reporting an AI result on a phone now opens with every reason in view
Platform
- The Simple top bar stands up straight
- Deal pipelines that fit your industry
- Screen readers now announce what each whiteboard control is
- Deal timelines now show only documents that belong to the deal
- Asana imports now look like the original project
- Support Tickets now recovers on its own when the platform briefly refuses a
