Here's what's new in uman - your opportunity signals grow into a clearer Leads area, sharing gets easier across your team, and more.
🎯 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.
💡 You'll find Leads in the main navigation and on each account.
📖 Learn more: Leads overview and Reviewing and acting on leads.
🤝 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.
📖 Learn more: Managing your accounts.
📊 Export your leads
Leads export - sales admins can now export the leads list to Excel, keeping the filters and sorting you've applied.
ℹ️ Exporting the full workspace lists (accounts, deals, contacts and leads) to Excel is available to sales admins.
✅ 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.