Filter tasks on a client or prospect
The Tasks tab on client and prospect pages now has its own filters. Filter by Assigned to and Project, or select Filter to add Priority, Label, Due date, and Collaborator filters.Save meeting views with feed layouts
Custom views on the meetings page now include a Layout picker — Upcoming, Processed, or All — so you can save card-feed views, not just tables. Creating a view from the Upcoming or Processed tab carries your current filters into it.Dismiss form submissions
Intake form submissions now show a status — Applied, Dismissed, or Needs review — and you can dismiss a submission to clear it from the review queue without applying it. Dismissed submissions stay in all submissions and can be moved back to needs review.More intake form improvements
Duplicate a form straight from the forms table, let the AI name new forms with a specific title drawn from your description or attached document, and see sent invitations and received submissions in the activity feed. When a connected scheduler offers multiple meeting locations, clients now choose a Meeting location while booking.Create an opportunity with a new prospect
When creating a prospect, check Also create an opportunity to add the opportunity in the same step — pipeline, stage, value, target close date, and more.Move opportunities between pipelines
Move an opportunity to another pipeline from its card menu. Only pipelines that support the linked record’s type are offered.See a prospect’s last touchpoint
The prospects list has an optional Last touchpoint column, and each prospect’s page shows the date of the last meeting, email, text, or call — select it to open the source record.Separate voices recorded on one device
If several people shared one microphone in a recorded meeting, use Reprocess speakers to enter who was in the room and get a transcript with real names instead of numbered speakers. Meetings recorded in person or from the mobile app can now also be made private.Mention teammates in notes
Typing@ in a note now suggests teammates as well as records. Mentioned teammates get a notification.
Label your RingCentral numbers
Give each RingCentral number a label so senders are easy to tell apart, and set a Default SMS sender — or choose Ask each time — when you have more than one texting-capable number.Record ownership retired
The owner field on clients, prospects, and contacts has been removed, along with the Change owner bulk actions. Tasks, projects, and opportunities keep their own assignees.Other improvements
- A new Important information widget on the household overview holds free-form notes you always want in view.
- Household tags wrap to two rows, with the rest behind a +N more button.
- The calendar remembers your last view (day, 3 day, work week, or full week).
- Opportunity pipeline columns load as you scroll, and stage totals now cover the whole stage.