Summary

This week’s release streamlines account matching, data visualization, and workflow consistency. Enhancements include region-aware chart filters, synchronized stage ordering, and improved Salesforce import usability. Users benefit from a global AI assistant icon, new assistant capabilities in the extension, and a visual task progress bar.

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Changes

• Users can now search accounts by website on the matching screen for easier record matching.

• Region filter options in charts now update automatically based on the selected metric for more accurate data selection.

• The assistant feature has been added to the extension.

• Sync issues sidebar now displays correctly in account and contact collections with improved accuracy and messaging.

• You can now see a visual progress bar when processing tasks so you can track completion in real time.

• Stages will now display in the same order across opportunities and charts for a more consistent experience.

• The AI assistant icon is now available on every screen for easy access to support and search features.

• Searching and field mapping on the Salesforce import page is now faster and field names display correctly.