Here's what's new in uman - meeting documents in your team's languages, easier sharing across your team, sharper leads, and more.
🌍 Meeting documents in your team's languages
Until now, every preparation and follow-up document was created in your workspace language.
One document per language - uman now creates them in each language spoken by the colleagues joining the meeting, so everyone reads their own.
A language tag on every card - preparation and follow-up documents, and template outputs, show which language they're in at a glance.
💡 You'll find them on the preparation and follow-up tabs of any meeting.
🤝 Easier sharing of accounts and leads
Share without being an owner - anyone on the sales team can now add or remove owners on any account or lead. Before, you had to be an owner yourself.
Owner management always in reach - Manage owners is always on the account and lead header, with Add yourself next to it when you're not on it yet.
Colleagues who left are named - owner lists, tables and timelines now show Deleted user instead of a blank space, so history stays readable.
📖 Learn more: Managing your accounts.
🎯 Sharper leads
Your own activity is no longer a signal - a meeting you booked or an offering you already have an open deal on no longer creates a lead. Leads are based on what the account itself says and does.
Better matched proof points - your cases now tell uman which offerings they delivered, so the references shown with a lead fit the story better.
📖 Learn more: Leads overview.
🗂️ Link a case to the right account
Search your own accounts - the account picker on a case now looks through the accounts in your workspace.
Change or clear it - move a case to a different account, or remove the link entirely, while creating or editing it.
📖 Learn more: Cases.
✨ Smaller improvements
Only the details we actually know - industry, headquarters and employee count no longer show "Unknown"; if we don't have it, it's simply left out.
Better account search - searching for an account matches whole words across the account and company name and puts the closest match first.
Team defaults from the templates list - sales admins get a Teams column on the workspace meeting templates, plus a column picker to hide what they don't use.
🔧 Fixes
Campaign step scheduling - fixed an issue where you couldn't move a step to a later day when editing a campaign.
Outreach to new contacts - starting outreach for someone you found on LinkedIn who wasn't in your workspace yet now works; the contact is saved first.
Contacts on a lead - when two people open the same lead while uman is still researching its contacts, both now see the contacts instead of an empty list.
Filters in search panels - fixed checkboxes that counted a click twice, so filters stayed unchanged.
Meeting analytics - the industry column no longer breaks on meetings whose account has no industry.
Questions? We're here to help.