What's New?

Create/Log Activity Shortcuts

  • Directly create or log activities from the Pipeline or Company List using the three-dot menu.
  • Activities that can be created/logged include:
    • Calls
    • Emails
    • In-Person
    • Tasks
    • Quotes

New Report

  • A new report was added – Sales Owner Conversion.
  • This new report will show the sales owners of a company and their sales conversion per month.
  • This new report includes a graph to help users visualize results, see trends, and gain more sales insights.
    • The graph is interactable. Users can hover elements in the graph to see more details, select and unselect users, and more.

Free License Upgraded Capabilities

  • Free license tier can now store unlimited companies.


  • Companies in the pipeline are now organized by the login user's last contacted date.
  • The pipeline can now be filtered by "Contacted By."
  • Scrolling in an FTL quote is now smoother.
  • Last Contacted fields now consider synchronized emails.