Introduction
This release includes improvements to the mobile experience, updates to Opportunity management, and important fixes across the platform. Mobile users will see new fields added to the Opportunity/Project Overview and a more consistent way to view notes and activities. In addition, we’ve made updates to Deal Owner handling and applied fixes to improve accuracy and reliability.
Auto-Upgrade
- Mobile - Added four new fields to the Opportunity/Project Overview screen (Project Value, Weighted Value, Project Probability and Win Probability).
- Opportunities:
- Deal Owners selected on an opportunity are now automatically reflected in Team Planning.
- The Deal Owner selector, showing owners and displaying their roles.
Fix-It Release
- Mobile:
- Finance row order and categories are now saved correctly.
- Opportunity notes are now displayed directly in the Activity Log, creating a more unified experience similar to Contacts and Companies.
- Fixed an issue that prevented adding an existing opportunity to a contact.
- The project probability field name can now be updated correctly.
- Activity Logs - The “Expand All” button is now always visible when activities are available.
- Opportunities - Fixed an issue where clearing a value did not update the Project Value correctly. Empty values are now saved as expected.
Questions or Feedback
For questions or feedback regarding these changes, please contact our support team by logging a support ticket or visit our Help Center/FAQ Page.
