See where you stand with everyone, at a glance
Companies, contacts and deals now open as cards that show where you stand, every field edits right on the record, and a name you click in chat or on Home opens beside what you're doing.
Cards that lead with the relationship
A grid of fields tells you what you know about someone, not where you stand with them. Contacts and companies now open as cards that lead with exactly that — active, warming up, gone quiet or never contacted — and how long it's been since you last spoke. Deal cards lead with health, stage and the money collected so far.
- →If they're waiting on your reply, the card says so
- →Prefer rows? Switch to Grid, and that table reopens on it, on any device
Open any record without leaving the page
Click a company, contact or deal in chat, or the deal behind a card on Home, and it opens in a side panel instead of taking you away. A deal shows its health, stage, value and memory; a contact or company shows how to reach them and where things stand.
- →Close it and you're back exactly where you were, draft and all
Edit right on the record
Fixing a field on a record used to mean going back to the table. Every field on the detail page now edits in place, the same way it does in the grid — selects, owners, dates, links and attachments included.
- →Dates get a date picker, and can carry a time shown in your own time zone