Source URL and UTM details on customer profiles

Customer profiles show the page and UTM details a lead arrived with, alongside fixes to payroll settings, email replies and reports.

v2.94.0Released April 7, 2026

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Source URL and UTM details on customer profiles#
Customer profiles show the page a lead came from and its UTM parameters, giving your team more context on where each customer found you.

Payroll frequency changes save. Switching payroll frequency, for example to bi-weekly, saves without an error and the settings screen stays up to date. Finance
Replies keep the recipients you add. When you add or change recipients on a reply, the email goes to everyone you listed. Inbox
Team Members filters fit small screens. The filter bar on Team Members fits on narrower screens. Admin
CSV exports handle commas. Values that contain commas are quoted in CSV exports, so files open in spreadsheets with every column in place. Reports
Custom date ranges in Sales Performance. You can pick and apply a custom date range on the Sales Performance report. Reports