What shipped, month by month.

Two new opportunity views, Closing this month and Past close date, surface deals that are about to close or have slipped.

New opportunities open at the Qualify stage with a next step required, and the opportunity filters are simpler: all, open, won, lost and your work queues.

See the earlier next steps on an opportunity, and paste or drop files straight into notes.

Agency commissions now open with an activity summary, plus a new Insights view.

Quote summaries load with the list in a single pass, so the page opens sooner.

Filter by created date, and include reps who are no longer active.

After an import you see what was imported, what needs review and what was skipped as a duplicate.

Contact records now show the account they belong to.

Anyone signed in can report a portal problem, with pasted or multiple screenshots.

Converting a business lead creates the account, the contact and the opportunity in one step, with address lookup.

New business opportunities need a next-step due date, and overdue next steps are flagged for agency teams and reps.

Marking an opportunity Closed Lost closes its open quotes.

Lists show full quote, opportunity and order numbers, and filters show names and logos instead of IDs.

Opening an opportunity no longer loads the full quotes list first.

Invited users set a password, accept the partner agreements, then land in the portal.

The sign-in page and list pages now fit phone screens without sideways scrolling.

Address lookup suggests Canadian and US addresses on the same forms.

Import results are grouped into imported, already existed and needs attention, and you can retry only the rows that failed.

Navigation, forms, wizards, CRM records and commission views were reworked for small screens.

CRM lists load more rows as you scroll.

Partners can add notes to quotes and @mention teammates, who get an email.

Agency admins can resend a teammate’s invitation in one click.

The Sales Conduct and Order Integrity Policy is published for partners to read in the portal.

Combine lead filters with AND/OR groups, and save views your agency can share.

Big CSV files are processed in stages. You can close the window and check import history.

A prospecting mode imports outreach lists that don’t have service addresses yet.

Agency admins can add a batch of leads to a campaign at once.

When you set up an opportunity, you pick the service address from the account’s saved locations.

Contact and location records show related locations, and duplicate contacts are caught before they’re created.

New Knowledge Hub articles walk partners through quote requests, quotes and orders.

Global search now finds notes.

If your session expires, signing back in returns you to the page you were on.

Agency admins get a tidier activity table with separate order numbers and links to each customer.