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👀Sneak peek at today's newsletter:

This week is all about the small stuff: a roundup of six little improvements you've been asking for, plus a look at the new Users & Teams page (including a way to transfer account ownership without emailing support). And keep an eye on your inbox: some bigger feature news lands on September 8th!

🛠️ Six Small Upgrades You Might Have Missed

Don't format this number

A peek at one of the six: a new option for number formatting

First, a little teaser: we've got some big feature news coming your way in the next issue. Consider today's roundup the appetizer! Six small improvements customers have asked for, each one making the CRM a little bit better. Here's the quick version:

📝 Full note history in pipeline exports: exports now include every note, not just the most recent one.

👤 Contact sidebar in pipeline reports: peek at someone's contact info without leaving the report.

🔢 "Don't format this number" option: keep commas out of number fields that are really ID numbers.

📞 Find contacts by phone number in Zapier: handy when the tools you connect run on phone numbers.

💬 Custom messages for closed forms: when a form stops taking submissions, you can tell people why (and where to reach you instead).

🪄 Default field values: we covered these fully in the last issue, but you can always read more here.

Each of these gets a little more detail in the full roundup. (And the main course? That hits your inbox September 8th!)

Check out all six improvements here!

👥 Users & Teams: Everything in One Place

An example of the first step of an ownership transfer

You can now transfer ownership on your end

We want managing the users on your account to be one of the easiest things you do in your CRM. These two new changes get us closer to that:

🗂️ One combined Users & Teams page: every user on your account, who has admin access, and which teams they belong to, all in one spot.

🔑 Self-serve ownership transfers: when a retirement, promotion, or sale of the business comes along, you can hand over the keys yourself, right from your settings. It's verified by email on both ends, so ownership only changes hands when both people confirm.