November 2025
- Value Creation Plan: Include Initiative Financial Plan Metrics
- Import Customer Type Settings
- CRM Opportunities: Option to tag Buying Center and/or Region
- Financial Plans: Make Read Only To Users
- New API Additions: Investments, Achievements, Customer Links. and Milestone Deletes
- Multi-Select Fields
- Internal Goals Report
- Required Custom Fields
- Customer Description: Includes Classifications
- Customer Scorecard Report