Release 2025.02.09: Kanban, Newsletters, 2FA+
We have officially released not one, but two of the most requested features... Newsletters and Kanban!
- Newsletter (Beta) - Hub now has the ability to send nicely formatted emails with the ability to track open rates and other classic newsletter engagements.
- Kanban View (Beta) - Hub pipelines now have a user-friendly Kanban view, where prospects are shown as cards organized in columns with drag and drop and coloration.
- Activity Tab Sorting - The Activity tab for a prospect now has filter tools allowing you to sort and look only at emails sent, received, links clicked, PACTs, etc.
- Global Activities - There is now a link to access all Activities, such as emails sent or documents signed, for the whole firm in one place.
- Funding Round Documentation - Hub now has extended ability to collect documentation on funding rounds, ensuring that managers collect the right financing paperwork.
- Improved AI Toolkits - The AI system has been enhanced with a full screen mode, complete history, and multiple models from Anthropic and OpenAI.
- Two-Factor Authentication - Managers can enable two-factor authentication for their Hub workspace under Settings / Team, which will require an authenticator app to login.
- Slideover Linking - You can now directly link to any slideover in the system, including AI Toolkits, Prospects, Organizations, Entities, etc.
- Funding Round Documentation - Files relating to deals have been improved, and there is the ability to easily add funding rounds
- Back Office Tools - Introduced a separate portfolio legal name and improved reconciliation tools.
Need support with any of the new technology? Contact your dedicated VA or post here in the Hub Support Channel.