Release Note

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New Contacts Tab for Complete Stakeholder Visibility

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A faster, smarter onboarding experience

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A new self-serve onboarding flow now takes every new rep through a streamlined setup, CRM connection, core data, and key preferences in just minutes. Progress is tracked and saved, making activation seamless. Check out the video below:

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Dashboard & action progress redesign

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The “Actions” dashboard now groups actions by stage, filters by time and pipeline, and lets you click through for instant deal and activity insights. It’s never been easier to spot stuck deals or see exactly what needs attention.

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New & improved: Clari call recording integration

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The Clari call recording integration is now more automated and reliable than ever. Sales activity and call data now sync seamlessly giving you faster, more accurate deal tracking, with no manual steps required.
If you’re already using Clari, this release delivers a significantly improved experience with smarter automation and reduced admin.

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Deal Health Indicators Now Live

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New visual icons (snowflake, ghost, snail) highlight stalled or inactive deals directly in the pipeline. Reps can now quickly see which opportunities are drifting and take action before momentum is lost.

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Instant Insight into Deal Objections

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Objection Tracking is now fully live. Reps can quickly see the latest objections raised in each deal, helping them address issues faster and avoid repeat blockers. Only the four most recent objections show by default for focus.

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Objection Tracking & Insights

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Quickly see the real reasons deals stall and how your team is responding.

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