If you use your CRM to build workflows for follow-ups, reminders, or customer journeys, these updates make the experience easier to work with day to day. From a cleaner starting screen to more flexible stats viewing, you can review performance and make changes with less back-and-forth.

📌 Why This Matters

When you are managing automations inside your business, small usability improvements can save real time. Being able to view stats while editing, keep your preferred view saved, and avoid messy layouts makes it easier to understand what is working and adjust your workflows with confidence. A cleaner builder experience also helps you get started faster without feeling overwhelmed.

✨ What’s New

• Cleaner builder starting screen: The workflow builder now opens with a simpler default screen, giving you a clearer place to begin when creating or updating an automation.
• More flexible stats view: You can toggle individual stats, view stats while in edit mode, and keep your stats view saved even after reloading the page.
• Better layout when stats are visible: The builder automatically adjusts spacing to reduce overlap and keep the workflow easier to read when stats are turned on.
• Improved click feedback: Workflow nodes now respond with a more polished visual effect when clicked, making actions feel clearer as you work.

🛠️ How to Use It

1. Step 1: Open your workflow in the CRM builder and start from the cleaner default screen to create or review your automation.
2. Step 2: Turn on stats view to check performance directly inside the workflow, even while you are editing.
3. Step 3: Use individual stat toggles to focus only on the numbers you want to review.
4. Step 4: Save your workflow and reopen it later to keep your stats view in place, so you can pick up where you left off.
5. Step 5: Watch how the layout auto-adjusts when stats are visible, making each step easier to read before you make changes.

💡 Pro Tip

Check workflow stats before editing follow-up steps so you can spend more time improving the actions that lead to booked appointments or sales.