This release brings a big rework of outreach into a single, scheduled campaigns model that more of your team can use, full preparation for customer meetings, and new team-level focus rules. Here's what's new in uman.
📣 Outreach campaigns
Outreach lists are now one thing, called campaigns. Every campaign is scheduled: steps follow an order and a due date, and your contacts move through them one step at a time. The separate unscheduled "collection" list type has been retired, and any existing collections have moved into this single campaign model, so you'll now see step counts, due dates, and step actions on every campaign.
Any sales user with business development or account management can now create and run their own campaigns, and the Outreach tasks tab is now always available to sales users with outreach enabled. Campaign setup is no longer hidden behind admin setup.
When you create a campaign you choose its visibility. Any sales user can keep a campaign Personal so only they can use it. Sales admins can also create and edit Workspace campaigns that are shared across the team.
Campaigns are now versioned. Editing a live campaign saves a new version and keeps the previous one's history, so your usage numbers stay accurate after changes. This happens automatically when you save.
Sales admins get a dedicated Campaigns area in workspace settings to search, sort, duplicate, edit, and delete campaigns, with at-a-glance figures like steps, contacts enrolled, and meetings booked.
🤝 Better preparation and follow-up for meetings
Customer meetings now get the same full preparation as deal meetings: uman matches relevant offerings, drafts value propositions, and pulls in relevant reference cases, with wording tuned for cross-sell and upsell based on what the customer already has.
You can now edit meeting participants both while finishing preparation and after it's done, even for meetings pulled in from your calendar. Open a participant to load their contact details, including phone and email. Note that participants you add here aren't written back to the calendar event.
When a meeting couldn't generate a full follow-up, you can still open the Follow-up tab to reach the transcript and meeting notes, with a banner explaining what was missing.
Meeting transcripts and chat can now be copied or downloaded as a plain text file, with timestamps where available.
🎯 Team focus rules
Workspace admins can now give each team clearer guidance on which offerings to pursue. In a team's portfolio rules, mark each offering as Focus, Neutral, or Excluded, with shortcuts to apply a choice to everything at once.
Focus offerings are featured in the team's new-opportunity queue. If a team has any focus offerings, only those are shown by default, so the team concentrates on what matters most.
Neutral is the default: visible to everyone and free to be suggested.
Excluded offerings are hidden from that team's suggestions and new opportunities. Excluding an offering for one team doesn't exclude it for others.
These rules now shape which offerings appear in meeting preparation, in account and contact suggestions, and in the new-opportunity queue. This replaces the older promote toggle, and your previously promoted offerings start as Focus, so it's worth reviewing each team's rules and setting offerings back to Neutral where you'd rather not narrow what the team sees.
🔍 Prospecting and sales content
When enrolling a stakeholder in outreach, each one now shows a short history of their most recent relevant outreach (or "No history"), and you can limit the campaigns you continue to your own. If your workspace has a CRM connected, you can also sync a contact to your CRM as part of enrolling them, including LinkedIn-only contacts.
The prospecting search bar now reminds you that you can paste a LinkedIn company URL into the same box.
More companies may now appear in prospect search, the accounts list, and account detail, as a filter that previously hid some companies has been removed. For most workspaces the change is small, but you may notice a few more companies than before.
Sales content is now labelled Active and Inactive rather than Visible and Hidden. Sales admins can also set content to Personal or Workspace; your own personal content stays yours to edit, while Workspace content is shared and managed by sales admins.
For sales admins and managers, the meeting export now includes a per-user breakdown of attendance and whether each person read the preparation and follow-up, and adoption reporting adds tiles for calendar and CRM connections.
We've also fixed a number of smaller issues, including profile photos being cleared when saving your name or settings, and known stakeholders losing their name and photo when added to an opportunity.
Questions? We're here to help.