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Product Update

Week of August 10, 2026

Team management is easier to scan, clearer to act on, and safer across multiple teams.

This update focuses on making everyday team and transaction work clearer, especially as an account grows beyond one team.

Improved

  • Lead Capture is now called Campaigns throughout PREP, with the same forms and share links organized under the clearer name.
  • Team settings are easier to scan when you manage multiple teams. Team sections can now collapse while still showing member, invitation, and seat information.
  • Seat usage now explains when an account is over capacity and directs you to the action that can resolve it.
  • View-only records now explain why you have view access and who can make changes.
  • Public link settings now distinguish your link name from a complete shareable link.

Fixed

  • Team owners and admins can remove members and update their roles again without receiving an incorrect authorization error.
  • Cancelled, withdrawn, and expired transactions now move to Archived while related active work remains on the Active pipeline.
  • Team permissions now stay scoped to the specific team being managed, including team details and public link names.
  • PREP notifications now stay visible without covering navigation, page actions, or footer controls.