Keep up with returned work and customer imports
Open For you to find waiting questions and returned work, keep the chosen Idea beside its Evidence, and review the full matching CRM scope before import. Uncertain matches and interrupted work keep an explicit next step.
What changed
- Find waiting questions, returned answers, Study responses and Idea changes together on Home.
- Review the chosen Idea or Opportunity beside the Evidence and its relationship before saving.
- Select matching Salesforce or HubSpot Accounts across pages and retain uncertain matches for review.
Return to the work that needs you
Open For you on Home to see waiting questions and work, then answers, Study responses and Idea edits from the last 7 days. Closing the sheet records your last look in this browser; there is no per-item read state. Study counts are total responses, not the number of new responses. Failed reads stay explicit and can be retried.
Keep the chosen work beside its Evidence
When attaching Evidence, the chosen Idea or Opportunity stays beside the readable claims and original source. New attachments start at Context; an existing link keeps its saved relationship and origin. Failed or partial saves keep the case for recovery, while completed links refresh the related work.
Import the matching CRM scope across pages
In Accounts → Import accounts, Salesforce and HubSpot select the full matching scope across pages. Selections and exclusions persist across pages, and uncertain matches remain for review. Imports run in serial batches of 50 while the browser stays open. After interruption, request a fresh preview because part of a batch may already be saved.
More in this release
Dense workspace reads
- Home, Company activity and linked Signal reads reduce repeated lookup work in dense workspaces.