Overview

In November, we introduced a variety of improvements to provide a more convenient and stable user experience.

Check out the key updates for Relate and Spread below!

⭐ Key Improvements

Relate & Spread – Common Updates

1) Fixed Issue: Unable to Edit a Contact’s Organization Information

You can now update the organization associated with a contact directly from the contact detail page.

Simply click the organization field → search → select a new organization.

This update helps improve data accuracy by allowing you to correct incorrectly assigned organization information.

Where: Contact Detail → Click Organization

Action: Search & select the correct organization

2) Slack Integration: New Notifications for Sequence Email Replies

You can now receive Slack notifications whenever a recipient replies to your sequence emails.

This enables you to monitor important lead responses instantly and take action right away.

Setup: Workspace Settings → Team Notifications → Check “When a sequence receives a reply” and select a Slack channel

Benefit: Faster and more proactive follow-up through real-time response monitoring

Spread

1) New Spread Dashboard Released

A brand-new dashboard has been added as the main Spread landing page, allowing you to get a full overview of your performance at a glance.

Key metrics available:

• Performance of all campaigns / automated campaigns / sequences

• Subscriber growth trends

• Delivery metrics by email address

• Performance comparison by time period

You can browse the full dashboard and view how metrics change based on your selected date range.

2) Enhanced Sequence Statistics Page

The statistics page for individual sequences has been upgraded so that step-by-step metrics (opens, clicks, replies, etc.) are clearer and easier to interpret.

This page is also naturally connected from the new Spread Dashboard.

What’s improved:

• Get a clear visual overview of the entire sequence flow

• Identify where leads drop off or take action

• Hover over stats to view exact percentages and counts

• Easily apply insights to improve sequence performance instantly

3) Recipient-Level Cancellation for Scheduled Campaigns / Automated Campaigns

You can now selectively cancel scheduled sends for individual recipients.

How: Select checkboxes → Cancel

Benefit: Remove invalid recipients quickly or manage campaign targeting more precisely

Relate

1) Mobile View Optimization (Relate 2.0 · Spread)

The mobile experience has been significantly improved so you can access data and manage tasks more comfortably on the go.

Enhancements include:

• Faster and more stable screen loading

• Card-based layout for easier reading

• Improved accessibility to key functions

2) Meeting Notes: Now Available at the Contact & Deal Level

Previously, meeting notes could only be created at the Organization level.

Now, you can also create notes directly from Contact and Deal (Process Entry) detail pages.

Benefits:

• View notes grouped by specific people or deals for more efficient record-keeping

• Example: When meeting multiple stakeholders from one company, you can maintain separate context for each person

• Keep all decisions and discussions related to each deal organized in one place, making it easier to track deal progress

Where: Contact Detail Page / Deal Detail Page → Create Note

Other Improvements & Bug Fixes

Below are additional updates made in November across Common, Relate, and Spread.

Common

• Enhanced account security:

  Accounts that have not completed email confirmation can no longer log in.

  Make sure to verify your email when signing up or accepting an invitation.

• Decimal support for custom fields (Number type):

  Number-type custom fields now support decimal values, enabling more precise data entry (e.g., price, probability, scoring).

Relate

• Fixed an issue where some email attachments failed to open

• Fixed errors in 1:1 scheduled email sending

• Email editor language now follows the browser language

• Fixed a bug where Documents would open from the middle of the file instead of the first page

Spread

• Improved UI stability for sequences and campaigns

• Performance optimizations for pages handling large datasets

Relate & Spread: Continually Evolving

If you encounter any inconvenience or have feature suggestions, feel free to share them anytime.

Relate and Spread will continue to evolve with more powerful automation and a smoother, more reliable user experience.