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Lock Fields in Layouts: Make specific fields read-only on leads, contacts and tasks under defined conditions, protecting critical data without restricting the entire record.
Regex Validation on Custom Fields: Enforce tenant-specific formats for codes, IDs and phone numbers, and set character limits on custom field types.
WhatsApp Canned Messages: Save and reuse standard replies in the native WhatsApp configuration, available to reps on both web and mobile.
Revamped Kanban View: Work through lead and deal pipelines on a refreshed board, with a cleaner layout and smoother day-to-day interaction.
Automatic Pipeline Status on Contacts: Sync a deal’s pipeline stage to a status dropdown on the associated contact, keeping account records current as deals progress.
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