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27 September 2026 - Sales materials for accounts & contacts, a smarter Contacts panel & a one-page lead view

Create documents and presentations for an account or a single contact, find the right people from a reworked Contacts panel, read a lead top to bottom on one page, plus better AI chat and a set of fixes.

Here's what's new in uman: sales materials for accounts and contacts, a more helpful Contacts panel, a simpler lead view and a set of fixes.

📄 Sales materials for accounts and contacts

  • Materials for an account: create documents and presentations for an account straight from its panel, using your workspace's templates. You can then regenerate, translate, download or delete them. People working on the account can create them, and everyone else can view them.

  • Materials for a single contact: make something personal for one specific person from their contact panel, with the same templates.

  • Visible in your outreach: the account's and contact's materials also appear in the matching outreach, so everything is in one place.

  • One clear layout: materials on meeting preparation, meeting follow-up and outreach now show in a tidy table, and materials that are still generating stay visible when you refresh the page.

🤝 A smarter Contacts panel

  • Everyone you know, in one list: the Contacts section of an account now combines the people from your sales meetings and your outreach. Each shows their last and next activity, with links to LinkedIn and your CRM.

  • Suggestions to reach out to: a new Suggestions list shows relevant people at the company you haven't worked with yet, filterable by department, with a Reach out button on each.

  • Sharper suggestions: suggested people are now grouped by department and ranked by who makes the best first contact. This also applies when you add meeting participants.

  • Fewer leads added automatically: when you start an outreach without picking a lead, uman now links only the most relevant lead(s) instead of every lead on the account.

💡 Open any account and scroll to Contacts to find the new Suggestions list.

🎯 Leads on one page

  • No more tabs: a lead's details now read top to bottom on a single page: insights, portfolio recommendations, contacts and timeline.

  • Clear next step: a banner at the top shows the lead's status and the actions you can take. New and stale leads stand out in yellow.

  • Contacts at a glance: see who's already in outreach for the lead, with suggestions for who to contact next right below.

💬 AI chat

  • Experimental mode everywhere: the Experimental mode switch now also appears in the chat on accounts, leads, deals, meetings, contacts, outreach and your portfolio. With it on, the chat starts from the record you're viewing, can follow related records and shows its sources.

  • Better answers: the experimental chat understands what kind of question you're asking, and "today" now means your own day.

  • Easier to read: long lines and drafted emails in chat answers now wrap instead of running off the side.

✨ More improvements

  • Tenders in account news: an account's News now also covers tenders and public contracts the company announces on its own website, and every item is dated or clearly marked as undated.

  • Better recording summaries: when you upload an audio file into a note, the summary now follows the conversation in order and says who said what.

  • Connect your AI assistant (experimental): uman's read-only connection for AI assistants now also covers your document and presentation templates and contact suggestions, and you sign in with your usual Google or Microsoft account. It's available on request; reach out to your uman contact to try it.

  • Tidier team member changes (workspace admins): when you deactivate a member, they're now removed from the accounts and leads they worked on, and their leads become unassigned again.

✅ Fixes

  • Fit filter works: filtering the accounts list by Fit now narrows both the list and your Excel export.

  • Scheduled outreach: outreach set to start later now shows in your lists, and is written in your contact's language with all its campaign materials.

  • Regenerate after a note: adding a note to an outreach again offers to regenerate the current step's content.

  • Portfolio icons: generating an icon for an offering, reference or inspiration with large files attached works again.

  • Sentiment sorting: accounts without a sentiment now always sort as the lowest value.

  • Clearer Odoo logo: the Odoo icon is now easy to recognise at small sizes.

Questions? We're here to help.

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