v2026.8.4
Release date: August 12, 2026
New Features
Customer macros
Automation buttons on the customer profile: one click can change kind, fill fields, assign seller/support/indication, create a task, or start a silent flow.
Each macro has visibility conditions (kind, funnel, stage, tag, or field) and can ask on click — a wizard collects missing data before running.
Full guide: Customer macros
What is it for?
- Standardize closing a deal (lead → client + task + flow)
- Fill required fields without opening several screens
- Assign seller, support, or indication with one button
How to use?
- Open Customer Macros in the menu
- Create the macro: button label and color, when to show it, what to ask, and the actions
- In edit customer, buttons appear at the top of the General tab and also in the header actions menu (⋮)
- Click the button — if there are prompts, complete them and run
Customer kind: lead or client
The profile now has a kind: Lead (sale) or Client (closed). You can filter the list and use kind in macro conditions and actions.
What is it for?
- Separate people still in the sales pipeline from closed clients
- Show macros only for leads (or only for clients)
Bug Fixes
Customer not found when changing stage
In some cases, changing the funnel stage showed that the customer was not found. Stage updates work again.
Benefits
- Close a deal and trigger follow-up in one click
- List and macros aligned with the pipeline (lead vs client)