Release notes | 2nd, June, 2025 | 117

Summary

This release introduces powerful customizability for Opportunities, improved campaign workflows, and various new filters. Users can now configure Opportunity stages, enjoy more accurate industry labeling, and benefit from smoother delegation and email features.

Changes

• Enabled configuration of Opportunity stage names, order, and number of stages.

• Added customization options for display elements in Opportunity board view cards.

• Fixed issue where Opportunities were not visible to collaborators on shared lists.

• Enabled person exports to include industry based on their associated company.

• Enabled bulk email personalization via "Send to Template" from the People Table.

• Enhanced bulk sending UX for more intuitive use.

• Improved UX for campaign activation, including a new approval modal.

• Enabled delegated email sending functionality.

• Refactored authentication and delegation logic for improved security and maintainability.

• Improved handling of undelivered (bounced) emails.

• Fixed errors affecting Write with AI in Outreach.

• Fixed approval logic where campaign sequences failed to progress on "Approve Next Step".

• Fixed template editing bug where name from previous template persisted.

• Refactored Digital Spend by Region metric for consistency.

• Allowed manual triggering of Waterfall enrichment at field, row, and entity levels.

• Implemented unified interaction history across Assistants.

• Added fix for overlapping sidebar and buttons in Saved Views settings.

• Improved Deal sidebar scroll functionality.

• Fixed sorting issues on the Companies page.

• Added new Company filter for employee retention over defined periods.

• Added new Person filters:

  • Accelerator alumni (e.g., YC, Techstars).

  • Investor rank and percent change in activity.

  • Total funding over a specific time period.

  • Number of companies invested in over Y period.

  • Investments by round type and time frame.

  • Investment theme and time frame.