Views save your presentation mode — table or board — so a deals pipeline view opens as a pipeline, not a flat list. Pin your most-used views to the sidebar for one-click access from anywhere in the app.
Saved views persist list vs. board mode alongside filters and sort order
Pin views to the sidebar for instant switching without navigating to the entity page first
Visual indicator shows when you've changed a view, with Update or Discard in one click
The same drag-and-drop board you use for deals and tasks is now available for accounts. Visualize companies by stage, drag them forward, and filter or search without leaving the board.
Drag-and-drop board view for accounts, alongside the existing table view
Filters, search, and sorting work identically in both table and board modes
Status bar shows how many items are visible vs. total when filters are active
Richer activity timeline with call details and source badges
Activity entries now show where they came from — Gmail, Calendar, Atlas, or manual — and call activities display direction, outcome, and duration so you can scan a timeline without opening each entry.
Integration source badges distinguish manual entries from synced activities
Call logs show inbound/outbound direction, outcome, and duration at a glance
Consistent styling across all activity types for faster scanning
Managers can now assign goals — revenue, deals closed, deals created, activities, calls, or meetings — directly from the team settings panel. Pick a period, set a target, and track progress without leaving Kvello.
Six goal types with monthly, quarterly, or yearly periods
Progress bars and type-specific icons so reps see where they stand at a glance
Role-based permissions let managers set goals while reps focus on hitting them
Search, create, and ask Atlas — all from one input
The command menu now detects what you need. Type a name to search, type 'new deal acme 50k' to create inline, or start with ? to ask Atlas a question — no extra clicks, no mode switching.
Natural-language create: type 'new contact jane@acme.com VP Sales' and confirm
Atlas mode with inline suggestions so you get answers without opening a separate panel
Context-aware hints adapt as you type so the next action is always obvious
Your pulse panel now shows exactly where to spend the next hour
The Today sidebar was rebuilt around one question: what matters most right now? A single Focus card picks your highest-impact action, and everything else — upcoming meetings, momentum streak, pipeline health — supports that decision.
Focus card surfaces the one deal, task, or follow-up Atlas thinks you should tackle next
Momentum streak and closing-this-week summary keep daily progress visible
Pipeline sections (Build, Advance, Commit) expand inline so you act without navigating away
Atlas watches your pipeline and tells you what to do next
Atlas now sends proactive deal alerts, coaching nudges, and next-step suggestions — so you catch stalled deals before they slip. The Today dashboard is also faster and every item is actionable in one click.
Deal alerts, coaching insights, and suggestions delivered as notifications
Expand any pipeline section to see every item — act inline without navigating away
Add or dismiss discovered contacts and prospects in one click, even on mobile
No more guessing whether your data synced. Every webhook payload and scheduled import now has a full activity log — and you can edit mappings without starting over.
Timestamped log of every webhook received and import completed
Edit field mappings and schedules on existing integrations
Instant visibility when a sync fails so you can fix it in minutes
Atlas sees which automations are running, their health, and their output — so its recommendations factor in work that's already happening in the background.
Recommendations account for scheduled and triggered automations
At-a-glance health status for every active workflow
Today is a single screen that shows the one deal, task, or follow-up that matters most right now — plus your schedule, pipeline health, and momentum streak.
One prioritized focus item chosen by Atlas based on deal urgency and pipeline gaps
Tasks, meetings, and pipeline modes in a scannable two-column layout