Smarter Business Flow Tracking

• See exactly where each piece of work is in your business process

• Track when work moves between stages (manual or automatic)

• View complete handoff history with who, when, and why

• Better visualization of work progression from start to finish

One-Click Workflow Actions

• Context-aware action buttons based on your current entity

• Fastest path to next steps (Contact → Opportunity → Quote → Invoice)

• Smart actions that appear only when they're applicable

• Progressive disclosure: top actions visible, rest organized in menu

Improved Contact-to-Invoice Flow

• Create opportunities directly from contacts

• Generate quotes straight from opportunities

• Faster invoice creation from quotes

• Better linking between all related documents

• Complete conversation history across all stages

Enhanced Custom Workflows

• Better support for custom business processes

• Smarter collection and entity linking

• More flexible workflow customization

• Improved entity management throughout

Better Flow Management

• Delete flows you no longer need

• Cleaner workspace organization

• Proper cleanup of related data

• More control over your process

Stronger CRM Integration

• Seamless experience across Contact, Opportunity, Quote, and Invoice

• All actions available right where you need them

• Better metadata and relationship tracking

• Faster navigation between related records