0.155.0
CRM now has a dedicated workspace home, with lists, resources, and a clearer layout for accounts and contacts.
What's new
- CRM Home: see pipeline, win rate, lost deals, at-risk accounts, overdue follow-ups, and today's meetings for the last 7 days, 30 days, this quarter, or a custom range
- Charts and watchlists: scan pipeline by stage and currency, then jump straight to at-risk accounts, follow-ups, and upcoming meetings
- Resources: review tasks, meetings, notes, and activities linked to accounts and contacts, and complete reminders from one place
- Lists: open saved views of accounts, contacts, leads, and deals, then create, edit, share, or delete them without leaving CRM
- Opportunities: work the deal pipeline from a dedicated board with stage values and expected close dates
Improvements
- Account and contact pages: a full-width section bar keeps identity, notes, schedule, pipeline, and permissions together
- Flow: Home, Resources, and Lists are available in Flow so you can keep working across columns
- Mobile: Overview, Resources, and Lists are on the CRM hub, including offline reads and reminder updates that sync when you are back online