Here's what's new in uman - your opportunity signals grow into a clearer Leads area, sharing gets easier across your team, and more.
đŻ Opportunity signals are now Leads
We've renamed and rebuilt "Opportunity signals" as Leads, with a simpler way to see where each one stands.
One Leads area - a single leads list, plus a lead detail view with an overview and the contacts involved.
A clear status for every lead - new, active, disqualified or meeting booked, with one-click actions to disqualify, reactivate or mark a meeting booked.
Stale leads - leads left untouched for more than 30 days are flagged as Stale, so the ones going cold are easy to spot and filter for.
Filter by date range - narrow the leads list to any period, alongside filters for owner, account, offering, industry and status.
đĄ You'll find Leads in the main navigation and on each account.
đ Learn more: Leads overview and Reviewing and acting on leads.
đ¤ Share accounts and leads with your team
Manage owners - add or remove colleagues on any account or lead, or add yourself, right from the detail header.
See who's involved over time - the timeline now shows when people joined or left, and anyone removed stays in the history.
đ Learn more: Managing your accounts.
đ Export your leads
Leads export - sales admins can now export the leads list to Excel, keeping the filters and sorting you've applied.
âšď¸ Exporting the full workspace lists (accounts, deals, contacts and leads) to Excel is available to sales admins.
â Fixes
Cleaner chat answers - fixed an issue where the assistant could add a block of internal reference details to the end of an answer. Answers and their sources now show cleanly.
Portfolio edits - fixed a case where editing a portfolio item could fail silently; you'll now see a clear error if something goes wrong.
Account list - fixed the selection bar staying stuck at the bottom of the accounts list after clearing a selection.
Questions? We're here to help.