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

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

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

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

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

[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] 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, data refreshes automatically every few 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] 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

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

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

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

[platform] The Share button in notes 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

[platform] 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] Forecasting config pop-ups in the Admin Panel now stay open when an error occurs

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

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

[pipeline] Company logo now shown with record names when account name is available

[forecasting] Submit Forecast disabled for users with read-only Forecasting access

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

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.

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

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

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

[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

Also included: 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] Edited amounts appear as greyed-out text in Roll-Up when the feature is disabled for managers

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] New left sidebar in Settings for direct section access

[analytics] Analytics is now a separate section in Settings

[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

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

[platform] Separate tabs for Predefined and Salesforce answer types in Sales Methodology setup

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] EchoIQ can join meetings, record conversations, generate transcripts, and surface insights

[conversation] New EchoIQ menu, workspace, meetings tab, and recordings now available for enabled tenants

[conversation] 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

[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

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

[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

[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

[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 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

[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

[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

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] Copying and pasting of amounts enable in Submit Forecast

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

[pipeline] Multi-select hierarchy filtering is now supported

[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.