MaxlQ Changelog

Inspect Pipeline data without leaving the view

R41 adds a new Inspect experience in Pipeline so users can drill into selected fields, see record counts, and view total amounts in one place. It also makes it easier to keep important notes close at hand with starring.

Pipeline and notes updates

[pipeline] A new Inspect option is now available alongside Starring, Filters, and Group By

[pipeline] Inspect opens a side panel where users can select fields for deeper analysis

[pipeline] For each selected field value, users can see both record count and total amount

[pipeline] Multiple fields can be layered to drill down into Pipeline data step by step

[pipeline] Inspect field order can be rearranged as needed

[workspace] Notes can now be starred or unstarred directly from the list view

[workspace] A Star button is now available in the top toolbar of the note editor

[workspace] Starred notes stay pinned at the top of the list view, even when filters or sorting are applied

[workspace] A new Starred Notes folder is now available in Global Notes

[workspace] Users can now switch between See All, See Starred, and Clear Starred within the current folder

Also included: smaller bug fixes and performance improvements across the platform.

Ask AI from the sidebar

R40.1 adds a new Ask AI experience for opportunity questions, makes forecasting edits easier from the bottom drawer, and adds better visibility into analytics freshness.

Agentic, forecasting, and analytics updates

[agentic] A new Ask AI option is now available at the top of the main sidebar

[agentic] Users can ask questions about opportunity data from a dedicated Ask AI page

[agentic] Ask AI supports both predefined questions and custom queries

[agentic] Chats are saved in the sidebar, and users can start a fresh conversation with New Chat

[forecasting] Fields can now be edited directly in the Forecasting bottom drawer

[forecasting] Bottom drawer editing now follows the same inline editing flow as Pipeline

[forecasting] Updated values are reflected immediately in the grid, and edit popovers close automatically after a successful update

[forecasting] Edited sub-category amounts are now visible in the Summary tab for managers

[analytics] Analytics now shows the last refreshed time in the top toolbar

[analytics] Analytics data refreshes automatically every 2 to 3 hours

Also included: smaller bug fixes and performance improvements across the platform.

More flexible forecasting and quota management

R40 expands forecasting period coverage, makes quota updates easier for admins, and improves how teams work with notes and collections inside Workspace.

Forecasting, workspace, and notes updates

[forecasting] Forecasting now supports up to five previous quarters and five upcoming quarters

[forecasting] Users can now submit forecast calls for all available upcoming quarters

[forecasting] Period selection is now organized into Current, Upcoming Quarters, Previous Quarters, and Fiscal Year

[forecasting] Admins can now download current quota data as a CSV, update it, and upload it back in bulk

[workspace] Collections are now available inside the Fields pane in SObject Workspace

[workspace] Collections opened from the Fields pane now appear in a side drawer with AI Assist enabled

[workspace] Users can rename, manage fields, open in Salesforce, or delete a collection directly from the Fields pane

[workspace] Public collections can now be rearranged with drag and drop

[workspace] Collection setup in Admin now separates Create and Edit types into distinct accordions

[workspace] The Collections tab inside Notes now opens in a right-side drawer

[workspace] Notes now show Last Edited info in the header, with more detail on hover

[workspace] Template and deleted notes now hide comment and highlight tools for a cleaner experience

[workspace] The Share button now shows its label and access request count more clearly

Also included: smaller bug fixes and performance improvements across the platform.

Better forecasting data refresh and performance

R39.3 improves how forecasting data stays up to date by making Regular and Quota cards refresh more efficiently, while still giving users control over when to apply updates.

Forecasting updates

[forecasting] Regular cards and Quota cards now refresh automatically every 15 minutes

[forecasting] A new Update Data option lets users fetch the latest data manually

[forecasting] After new data is fetched, users can apply it using View Update

[forecasting] Forecast Call cards are not affected by this new refresh flow

Also included: smaller performance improvements to make the Forecasting page smoother and more efficient.

Small workflow improvements across forecasting, notes, and workspace

R39.2 includes a set of smaller updates that reduce clicks, make collaboration easier, and improve day-to-day navigation across MaxIQ.

Forecasting, workspace, and collaboration updates

[pipeline] Level-based view sharing now includes a Select All option for nested levels under a selected parent level

[workspace] Comments in Notes now appear in a right-side sidebar for easier review and collaboration

[workspace] Editing Date fields in Record Workspace now takes fewer clicks

[forecasting] Clicking a record name in Submit Forecast now opens the Workspace directly

[forecasting] If no Workspace is configured for that SObject, MaxIQ opens the Collection instead

[forecasting] Forecasting config pop-ups in the Admin Panel now stay open when an error occurs, so users can fix it without starting over

[platform] A new Action Pending button in the sidebar prompts users to connect Gmail or Calendar

[platform] The button takes users directly to Linked Applications in Settings

Also included: smaller bug fixes and performance improvements across the platform.

Small usability updates across forecasting and Pipeline

R39.1 includes a few smaller updates to make forecasting access clearer and Pipeline easier to use.

Forecasting, Pipeline, and workspace updates

[workspace] Record names now display the company logo when an account name is available, with a default logo fallback

[forecasting] Users with read-only Forecasting access can no longer open Submit Forecast

[forecasting] The Submit Forecast button now appears disabled for read-only users

[pipeline] Pipeline column headers now include an Options button for sorting

[pipeline] Column headers are now highlighted on hover for better visibility

Also fixed: an issue where some users saw a “Something went wrong” error after clicking Submit Forecast, along with smaller bug fixes and performance improvements across the platform.

Edit individual sub-category amounts in Submit Forecast

R38.1 gives teams more control during forecast submission by letting users adjust sub-category amounts at the record level. Admins can enable the feature globally, and users can turn it on or off while working in Submit Forecast.

Forecasting updates

[forecasting] Users can now edit individual sub-category amounts per record in Submit Forecast

[forecasting] An Edit Record Amounts setting is now available under Admin Panel → Forecasting → General

[forecasting] Users can also turn Edit Record Amounts on or off directly from the Submit Forecast page

[forecasting] A Reset Edited Value option lets users restore the original record amount

[forecasting] If reps edit amounts and managers have the feature disabled, the updated values appear as greyed-out text in the Roll-Up tab

Also included: more flexibility for record-level forecast adjustments without changing the default admin setup.

A faster, easier Settings experience

R38 redesigns Settings to reduce clicks and make navigation easier. It also adds AI-powered collection updates from linked notes and brings Salesforce fields into Sales Methodology setup.

Settings, notes, and methodology updates

[platform] Settings now uses a new left sidebar so users can access sections directly without clicking through multiple levels

[analytics] Analytics is now a separate section in Settings

[analytics] Self-Serve Analytics has moved under the Analytics section

[platform] Leaving Settings now takes users back to the page they were on before

[agentic] Linked notes now support AI-powered updates for collection fields

[agentic] A new Collections button in the note header opens the related collection page

[agentic] Users can use Auto Fill to update all collection fields from note content

[agentic] Individual fields can also be updated with AI, with options to accept, reject, copy, or append generated content

[platform] Salesforce fields can now be used as answers for Sales Methodology questions

[platform] Sales Methodology answer setup now includes separate tabs for Predefined and Salesforce answer types

[platform] Changes made in Salesforce fields and Sales Methodology now stay in sync automatically

Also included: smaller bug fixes and performance improvements across the platform.

EchoIQ is now available in MaxIQ

EchoIQ brings conversation intelligence into MaxIQ. It can join meetings, record and transcribe conversations, and generate insights and follow-ups so teams can better track customer conversations and next steps.

Collaboration and workspace updates

[conversation intelligence] EchoIQ can join selected meetings, record conversations, generate transcripts, and surface insights and action items

[conversation intelligence] A new EchoIQ menu, workspace, meetings tab, and recordings experience are now available for enabled tenants

[conversation intelligence] A new Recording tab has been added to the SObject Workspace

[platform] Admins can now configure EchoIQ from the Admin Panel

[workspace] Notes now support real-time collaboration with simultaneous editing by multiple users

[workspace] Note owners can assign view, edit, or manage access for each shared user

[workspace] Users with view-only access can now request edit access directly from the note

[platform] Edit access requests can be sent through Email, Slack, or In-App notifications

[workspace] Note headers now show access level, last edited info, owner, and active users

[platform] Account names now display the company logo when available, with a default logo fallback from Admin settings

Also included: smaller bug fixes and performance improvements across the platform.

More flexible Group By views in Pipeline

R39 makes Pipeline analysis more useful with aggregate calculations, flexible grouped views, and easier sharing and export options. It also adds richer collaboration inside Notes.

Pipeline and workspace updates

[pipeline] Group By now includes an Aggregates tab for selecting numeric fields and calculation operators

[pipeline] Grouped results can now be viewed in either Tab or List view

[pipeline] Grouped views now show both aggregate values and total record counts

[workspace] Users can now highlight text in notes and comment directly on specific sections

[workspace] Comments support user tagging, emoji reactions, editing, deleting, and resolved threads

[platform] Tagged users now receive notifications for note comments

[pipeline] Pipeline views can now be shared by level from the Share option

[pipeline] Users can now export Pipeline view data as a CSV file

[platform] CSV exports run in the background and send an in-app notification when ready

Also included: smaller bug fixes and performance improvements across the platform.

A cleaner Forecast Grid with more visible data

R36 makes forecasting easier to read and review with a cleaner layout, clearer value changes, and a more consistent grid structure. It also adds shared view URLs in Pipeline and improves the sidebar experience.

Forecasting, Pipeline, and sidebar updates

[forecasting] Manager and Team forecast cards are now combined into a single card to reduce clutter

[forecasting] Users can side-scroll to view more Call Cards and use Show Cards to reveal more regular cards

[forecasting] Team table differences now appear as clear numeric values instead of arrow indicators

[forecasting] Card and table layouts now follow a more consistent data structure

[forecasting] Repetitive “Team” labels have been removed for a cleaner grid

[pipeline] Shared Pipeline views now support shareable URLs for faster access

[pipeline] Shared view links only work for users who already have access to that view

[platform] The main sidebar has been updated with cleaner controls, spacing, and typography

[analytics] System Defined and User Defined sections in Analytics are now collapsible in the sidebar

Also fixed: field search in Opportunity Workspace configuration now works more reliably in the Admin Panel, alongside smaller bug fixes and performance improvements across the platform.

Better funnel visibility and cleaner forecasting review

R35 improves how teams analyze conversion trends and review forecast changes. It also adds more control in Pipeline and simplifies how activity is accessed in Workspace.

Workspace, Pipeline, and Analytics updates

[analytics] Conversion Funnel now includes opportunities based on close date within the selected timeframe

[analytics] Earlier stages are automatically included to keep the funnel complete, even when deals are created later in the process

[forecasting] Out-of-scope records are now excluded from sub-category counts in the Forecasting bottom drawer

[forecasting] A new Moved Out Records button lets users review records that moved out of scope

[workspace] Email is now available under the Engagement tab as a switchable view

[workspace] The Email tab has been removed from Workspace configuration in the Admin Panel

[workspace] The Activity tab has been replaced with a Changelog button in the header bar

[workspace] The new Changelog button opens a side drawer with a detailed record change log

[pipeline] Users can now choose which field values appear in the Related Fields column

[analytics] Admins can now rename Questions and Dashboards in Self-Service Analytics

[analytics] Admins can now add hyperlinks for Workspace or Collections inside Dashboards

Also included: smaller bug fixes and performance improvements across the platform.

Related Objects now available in Pipeline

Users can now add related lists as columns in Pipeline and view more context without leaving the table. Each column shows a quick summary, and clicking into it opens the full related list in a detailed pop-up.

Analytics and forecasting updates

R34 also moves analytical charts into a dedicated Analytics area, gives admins direct control over Linearity chart setup, and improves visibility in forecast call history.

[pipeline] Add related lists as columns from Salesforce fields in Pipeline

[pipeline] Click any related object cell to open the full related list in a scrollable pop-up

[analytics] Waterfall, Progression, Linearity, and Conversion charts now live under Analytics → System Defined

[analytics] Analytical chart configuration has moved from Forecasting into Admin Panel → Analytics

[analytics] Admins can now configure and manage Linearity charts directly from the Admin Panel

[forecasting] Call History Drawer now shows the forecast level along with the user who submitted the call

[forecasting] Call History logs now also include the submitted forecast level

[pipeline] Forecasting columns can now be rearranged directly in Pipeline

Also included: smaller bug fixes and performance improvements across the platform.

Related Objects in Workspace

Users can now view and edit related object data directly inside Workspace, making it easier to work across connected records without leaving the page.

Forecasting, Pipeline, and Dashboard improvements

R33 also includes a set of usability updates across forecasting, pipeline views, workspace setup, and dashboards.

[forecasting] Copy and paste support added in Submit Forecast

[forecasting] Category tabs moved above the grid for a cleaner view

[pipeline] Field selection now uses a MaxIQ and Salesforce toggle

[pipeline] Multi-select hierarchy filtering is now supported

[pipeline] Salesforce access moved out of the Name column

[workspace] Details Tab widgets can now be reordered by admins

[platform] Dashboards can now be reordered, sorted, and searched

‍Also included: smaller bug fixes and performance improvements across the platform.