Skip to main content

​
New Features

​
Account Research & Automation

  • Added support for parallel operations during manual account queuing.
  • Research onboarding now surfaces existing research results to avoid duplication.

​
Advanced Filtering

  • Rolled out powerful advanced filters for the Account List view, supporting:
    • New comparison operators like equals, contains.
    • Filter logic for owners, open opportunities, and custom fields.
    • Organization and owner name filters with improved handling of case sensitivity.

​
🏢 Organizations & Admin Tools

  • Implemented organization listing for admins with sorting, filtering, and logo support.
  • Admins can now delete knowledge base items and manage feature visibility more granularly.

​
Improvements

  • Updated onboarding experience with:
    • Email verification flow improvements.
    • Smarter research defaults and error handling.
  • Improved account linking with LinkedIn – badges and URIs are now correctly clickable.
  • Pagination support added for large HubSpot integrations.
  • Improved message handling for duplicate research detection.
  • Reordered and expanded Account List columns with better column type awareness.
  • Added dynamic property handling for advanced filters and account-level views.

​
Bug Fixes

  • Fixed issues in:
    • Slack UI integration.
    • Filter parameter parsing and index handling.
    • Open opportunity field filtering.
    • Knowledge base item resolution.
    • Template pathing, account embedding, and import sync.
  • Restricted access to feature-flagged URLs for unauthorized users.
  • Addressed minor rendering issues across filters, badges, and tooltips.
⌘I