Export your contact data anytime with our new CSV download feature. Head to Settings to generate and download a complete export of your contacts, making it easy to backup your data or use it in other tools. The export includes all contact details and associated information in a standard CSV format that works with Excel, Google Sheets, and other applications.

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Weighted deal values

Track your pipeline’s true potential with weighted deal values in your deals view. Each deal now shows its weighted value based on the stage probability, giving you a more accurate picture of expected revenue. This helps you make better forecasting decisions and prioritize deals that are most likely to close.

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Improvements

  • Added an “Import” column to contact and action tables to easily track which data came from specific imports
  • Enhanced the contact draft email form to manage follow-up sequences and change email addresses for entire sequences
  • Added mailbox recommendations when composing emails to contacts, automatically suggesting the best sending address
  • Improved the sign-up process to require work email addresses instead of personal email accounts
  • Enhanced email parsing to better handle smart quotes and email signatures in conversations
  • Added the ability to create follow-ups directly from contact activities and tasks
  • Improved activity formatting to show more detailed information and better text formatting
  • Enhanced the changelog page layout with improved visual presentation
  • Added Microsoft Office 365 as a calendar integration option alongside existing providers
  • Improved number input components across the app with better type handling and validation
  • Enhanced toast notifications with action buttons for better user interaction
  • Updated the contact synchronization process to handle email addresses more efficiently

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Fixes

  • Fixed an issue where campaigns were using disabled mailboxes instead of only enabled ones
  • Fixed a bug in the pricing page where the signup modal could open without selecting a plan
  • Fixed calendar event date handling to use the correct date property for accurate scheduling
  • Fixed email scheduling logic to prevent drafts from being scheduled in the past
  • Fixed the campaign schedule form to properly detect existing sending schedules
  • Fixed contact activity completion logic to use the correct creation dates for accurate processing
  • Fixed an issue where contact notes weren’t properly linked during the import process
  • Fixed email role assignment during processing to prioritize contacts based on activity type
  • Fixed fine-tuning retrieval to process higher priority items first
  • Fixed the data table styling for better visual consistency in light and dark modes

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Behind the scenes

  • Enhanced subscription credit management with better tracking of usage limits and overrides
  • Improved email processing efficiency by reducing database queries and optimizing contact activity retrieval
  • Updated the AI system to use the newer jsonLlm function for better email analysis
  • Added comprehensive logging for email synchronization and processing workflows
  • Enhanced the Nylas webhook processing with source tracking for better event traceability
  • Improved contact synchronization for Microsoft Exchange and Outlook calendars with proper date range handling
  • Added support for user account deletion and re-registration with the same email address
  • Enhanced the Keywords AI integration with user update functionality and better event handling
  • Optimized fine-tuning run creation using batch operations for improved performance
  • Added better error handling for AI responses when no text is returned from language models
  • Improved the changelog generation system with automated image creation and better documentation structure
  • Enhanced the import validation process with new header checking endpoints
  • Added Zapier integration improvements with better field transformation and note creation capabilities
  • Updated database queries across the CRM system for better robustness when handling missing activities
  • Improved the email address synchronization process by removing redundant parameters and simplifying function signatures