Release Notes - Q2-2025

April 2025

CRM Web:

New Feature: Goal Sharing

• What: A feature that enables users to share their goals with managers, admins, and leaders, providing enhanced visibility and alignment across the organization.​

  • Benefit:

    • Allow users at any level to share active goals with other leaders. ​

    • Improved visibility among users for goals

  • What's included?

  • Ability to share a goal

  • Visibility of whom the goal is shared with

  • Admin users visibility to all user's goals

  • Location:

    • Goals

New Feature: Improve Web Searching

• What: Update existing search functionality to utilize a combination of fields return a more compressive list of possible results vs designating specific fields that can be used to return results.

  • Benefit:

    • Improved Search Accuracy and Better user Experience

  • Location:

    • Global Search

Other Enhancements: Web

• What: Coaching Enhancements

  • What's included?

    • Duplicate Templates

    • Edit Sessions on Web

    • Submit Session on Web

  • Location:

    • Coaching

    • Coaching Template" } ], "type": "paragraph" }" data-slate-object="block" data-key="950"Settings > Coaching Template

CRM Mobile:

• Versions Released

  • Android: 24.5.1

  • iOS: 24.5.1

  Versions Released

  • Android: 24.5.1

  • iOS: 24.5.1

New Feature: Coaching Enhancements

• What: Sales reps are now able to Create Coaching on Mobile

• Benefit:

  • Sales rep are now able to create coaching sessions directly from their mobile devices

   

New Feature: Improve Mobile Searching

• What: Update existing search functionality to utilize a combination of fields return a more compressive list of possible results vs designating specific fields that can be used to return results.

  • Benefit:

    • Improved Search Accuracy and Better user Experience

  • Location:

    • Global Search