This week was about visibility and control. Rep now builds live dashboards from a description (drillable down to the records behind every number) and it's in open beta for every workspace. Record-level privacy, admin controls, HTML emails for agents, and bulk invites also shipped.
🚢 Shipped
Rep builds reports now
Describe what you want and Rep builds it, with drilldowns from any number to the records behind it — now in open beta for every workspace.
Record-Level Privacy
Deals, companies, people, and custom objects each carry their own access list — scope reps to their own pipeline for the first time.
Admin Permissions Controls
Admins get a global override on all lists and records, can set any object type to private-by-default, and can reassign record owners.
HTML Emails for Rep & Agents
Rep and your agents can now send polished HTML emails.
Bulk Email Invites
Invite your whole team at once — just paste a list of emails.