2026-10-26
- New Import Wizard: Introduced a step-by-step assistant for uploading data, featuring simplified column mapping and a tool to resolve unmatched records before importing.
- Advanced Table Filtering: Enhanced data tables with new filters, allowing users to filter by date ranges, numeric ranges, and "Yes/No" options.
- Bulk Serial Number Management: Added a new feature to move multiple serial numbers to a different account, department, or contact person at once.
- Lead Improvements: Expanded lead forms to include more address details (Address lines and State) and introduced a bulk transfer tool to move leads between different system instances.
- Activity Sync Options: Added a setting to prevent specific activities from being automatically added to Google Calendar.
- Training Campaigns: Introduced a new "Training" campaign type with specialized information fields.
- Enhanced Serial Details: Updated the Serial Number inventory view to display more comprehensive customer and sales information directly in the table.
- Opportunity Collaborators: Replaced the "Contributors" section with a more detailed "Collaborators" feature for better tracking of team involvement in sales opportunities.