A tidier menu: Contacts and leads, Reports and Business settings

The sales funnel's section is now called Contacts and leads and holds only the selling. Management figures are gathered under Reports, and the imports, the AI connection, the sales team and team management moved to Business settings.

Product update 2 min read

What changed

We rearranged the side menu on a customer's suggestion, so each thing sits where you would look for it:

  • The sales funnel's section is now Contacts and leads, with the pipeline, contacts, proposals, catalogue and shop only.
  • The Work desk no longer sits under the funnel; it is the first row of Home, because it is about more than sales.
  • Import (AI/MCP), Move from Odoo and AI connections are now tabs of Business profile, under Business settings.
  • Sales team and Team management are management work, so they moved to Business settings too.
  • The section that used to be called Account, where the add-on store lives, is now Business settings. Account now names your own things: your profile, help and feature suggestions.
  • A new Reports section gathers the management figures: Insights, Sales and financial monitoring, Team monitoring and Income vs expenses.

The new menu with Reports and Business settings

How to use it

  1. To import contacts or connect an AI, open Business settings › Business profile and pick the tab.
  2. Anyone can connect their own AI as well: click your avatar at the top and choose AI connections.
  3. To see your own performance, open Profile from the same menu. The My performance box shows your open, overdue and finished tasks, your on-time rate and the hours you logged over the last 30 days.

The My performance box on the profile

Good to know

  • No page was removed and no address changed; ⌘K finds every screen as before.
  • Each seat sees only what it may open; a sales agent, for example, gets no money reports under Reports.
  • Team and payroll stays under Work, since every employee's own file is there.

More from the blog

Product update

An AI brief on the customer file

Open a customer's file, choose AI assistant, and get a short brief, a suggested next step, and a draft reply. Nothing is sent.

Missing something?

Tell us what to build next. Most of what is announced here started as somebody’s suggestion.

Suggest a feature