Pinned update
Published
Workflow Improvements & Bug Fixes
Work faster with keyboard deletion on the timeline, safer lead editing, more flexible proposal content, cleaner timeline behavior, and improvements to lead form routing, documentation, and mobile design.
Delete Timeline Items with DEL Upgrade
You can now select timeline items and use the Delete key to remove them more quickly during editing.
Markdown Docs for Catalog Descriptions New
Documentation has been added for markdown formatting in catalog description fields so teams can structure content more clearly.
Safer Lead Editing Upgrade
A warning now appears when closing the Create Lead drawer to help prevent accidental data loss while editing.
More Flexible Proposal Content Upgrade
Taxi card descriptions can now be fully edited when adding them to a proposal, and hotel meal plans are reflected more accurately on customer-facing proposals.
Cleaner Timeline Order Upgrade
Updating a timeline item now preserves its position instead of moving it to the bottom of the timeline.
Lead Form Routing & Mobile Fixes Upgrade
Lead Web Form integration now supports assigning a default agent to receive new leads, alongside minor fixes to the mobile design.