View key record information and perform common actions directly from listing pages.
Quick Info has been added to CRM listing pages to make everyday record management faster and more convenient.
Users can now access important information and perform commonly used actions directly from the listing without navigating to the record’s detail page.
This reduces unnecessary navigation and helps users complete common CRM tasks more efficiently while working with large record lists.
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Generate AI-powered summaries for Leads and Deals directly from the detail page to quickly understand key information and customer context.
Manage and track Deals visually using a stage-based Kanban board for better sales pipeline visibility and organization.
Get a more relevant initial CRM setup based on the industry selected during onboarding.
Customize entity ID prefixes to match your organization’s naming conventions.