Changelog · Released

25 – 31 May 2026

Opportunity statistics by salesperson

9 changes · 5 for retailers · 4 for enterprise

  • Workspace
  • Sales Showroom
  • Finance Retention
  • Compliance Journeys
  • Website plugins

New

  • Opportunity statistics. See response times, time to first contact and the share of leads contacted for each salesperson, and open their opportunities from the chart.
    Sales Showroom · Workspace

Improved

  • Personalised offers. Choose a headline offer and any extra offers to send a customer from the new Contact customer drawer.
    Sales Showroom · Workspace
  • Organisations in imports. Customer and handover imports can match each row to an organisation by its name.
    Sales Showroom, Finance Retention · Workspace
  • Import checks. Errors in an uploaded file now appear as soon as the check finishes.
    All products · Workspace

Fixed

  • Compliance plugin shows a message if it can't load, rather than loading indefinitely.
    Compliance Journeys · Website plugins

For enterprise

  • Create workspaces. Create a workspace for your group yourself, from the Workspaces page.
  • Search workspaces. Find any workspace in your group by searching for it.
  • Invite emails. Invited retailers get an email in your group's branding, listing the products included.
  • Products for your workspaces. Workspaces in your group see and add only the products your group offers.