New Functionality
AI Research Enhancements
An “Action” menu has been added to the prompt results of the AI Research tab in Hub. After reviewing the results, users can quickly save important information across Maps and the Hub Desktop with a single action.
A list of sources and citations used to generate the AI responses will be listed for review. This allows users to determine if the source of data is valid and/or reliable.
Hub Desktop Enhancements
Add Map, Playbook, or Scorecard cards with your comments or guidelines on how to work with them to surface what is important. The new “Link” card type allows for a simplified process of adding links to external sources, such as websites, documents, collaboration tools, etc., to your Account Hub.
Region and Industry Tagging
Tag accounts and opportunities with Region and Industry tags to allow for greater insights into territory and product planning. Users can assign Region and Industry tags to Accounts, Opportunities, and Revenue Growth Ideas (RGIs) to help group and report on them in the future.
Minor Enhancements
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Activities: To-Dos are now visible on the Activities dashboard and count towards completed metrics.
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Hub Desktop: User comments can be added to all card types on the Hub.
Resolved Issues
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Team Map List view is not showing free text Role values
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To-Do Panel “Done” tab showing To-Dos based on created date instead of completed date
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Task notifications being sent for disabled accounts
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Custom Task Fields not able to be reordered ahead of standard fields
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Insights: “Update Required” widget not filtering as expected for Last Updated
