Changelog
What we shipped
We ship to production several times a day and write up anything you’d notice here.
October 6, 2026 · New
Forecast categories and quota tracking
Scale workspaces can now set forecast categories (Commit, Best case, Pipeline, Omitted) per deal and track attainment against monthly or quarterly quotas by rep, team or territory.
September 29, 2026 · Beta
Outlook shared mailbox sync
Growth and Scale workspaces can connect Microsoft 365 shared mailboxes (sales@, info@) and assign threads to owners. Turn it on under Settings → Email → Shared mailboxes.
September 22, 2026 · New
Assistant meeting prep briefs
An hour before each external meeting, the Assistant prepares a one-page brief: last emails, open deals, notes and the company’s recent news from Enrichment if enabled.
September 15, 2026 · Improved
Rotting rules per stage
Deal rotting can now be set per stage instead of per pipeline, so “Proposal sent” can rot after 5 days while “Contract review” waits 14.
September 8, 2026 · Improved
Faster contact search
Search across contacts, companies and deals now returns in under 150 ms at the 95th percentile for workspaces up to 1 million records.
September 1, 2026 · Improved
Bulk edit up to 10,000 records
Select up to 10,000 records from any list view and change owner, stage, or any custom field in one step. Every change is recorded in field history on Scale.
August 25, 2026 · Fixed
Duplicate merge keeps email history
Merging two contacts now moves synced email threads from both records. Previously, threads on the merged-away contact were only visible in the activity log.
August 18, 2026 · Improved
Pipedrive importer v2
The Pipedrive importer now brings activities, notes, files and products, and maps custom fields automatically where field types match.
August 4, 2026 · New
SCIM provisioning for Okta and Entra ID
Scale workspaces can provision and deprovision users and teams from Okta or Microsoft Entra ID. Seats free up the moment a user is deprovisioned.
July 21, 2026 · New
Subject line variants in sequences
Sequence steps can carry two subject lines; Pellwood alternates them and reports reply rates for each.
July 6, 2026 · New
Offline mode on iOS
The iOS app now caches your pipeline, contacts and today’s activities so you can log visits without signal. Changes sync when you reconnect.