CRMDeal RoomsOnboardingTeam Workflows
Connected network workflows and more flexible deal rooms
Relationship workflows became more informative and resilient, while deal rooms gained more flexible page and text-building tools.
- Deal rooms now support linked multi-page libraries and richer text blocks.
- Networks can be grouped by owner, show deeper import progress, and offer improved Reach relationship search.
- Email connection, composer, and merge-tag fixes reduce friction in onboarding and outreach.