All changes
July 10, 2026

A drag-and-drop deal board, and deals that start from real replies

PipelineOutreach StudioAccounts and evidence

Your Pipeline now works the way you do: move deals by dragging, and let real replies start deals for you.

What this means for you

  • Drag deals across a board. The Deals view opens on a board with a column per stage. Drag a card to move a deal's stage. Dropping onto Won confirms the win and turns the account into a customer; dropping onto Lost asks why. Prefer the grid? Switch to Table and your choice sticks.
  • Deals start from real conversations. Sending or logging an email no longer creates a deal. When a prospect genuinely replies, Vergio opens a deal in Discovery for you (or adds the reply to the open deal), so your Pipeline only holds real opportunities.
  • A cleaner account page. Each account now leads with a key facts strip (vertical, open deals, pipeline value, contacts, last activity, recent signals) and a side rail to create a deal, enroll the store, or view its report in one click.

See Pipeline, Outreach Studio, and Accounts and evidence.

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