You can now manage line item properties directly in Data Management, just like you do for Contacts, Companies, and Deals.

This includes:

• Creating custom properties on the line item object
• Defining calculated and conditional properties

This gives you the flexibility to extend line item data to match your business workflows in a familiar, centralized interface.

Why does it matter?

Previously, line items were rigid and custom properties were only available by defining a custom property on Products. Now, you can:

• Customize line items to your sales process without workarounds
• Add logic-based fields like margin, fees, or discounts
• Unify how you manage data across all your core CRM objects

This simplifies quoting, improves data consistency, and enables richer automation and reporting.

How does it work?

To get started:

1. Go to Settings > Data Management > Properties
2. Select Line Item properties from the object dropdown
3. Click “Create Property” to add a custom property. Choose from the field type options, including “Calculation”, “Property Sync”, or any standard field types.
4. Use these properties in the line item editor on quotes, deals, or in reporting and workflows.

NOTE: this feature is currently available in private beta only.

Customizable Sequence Unenrollment Triggers

You can now customize when contacts are automatically unenrolled from sequences by turning off the default reply and meeting triggers.

Why does it matter?

Previously, sequences automatically ended when contacts replied to any email or booked a meeting - even if you wanted the outreach to continue. This interrupted communication flows beyond initial prospecting, forcing reps to manually re-enroll contacts or use workarounds. Now, you have the flexibility to continue sequences even after a contact responds.

How does it work?

For new and existing sequences: 

1. In the sequence builder, navigate to the Automate tab

 

3. Customize company-wide unenrollment–now you can separately control whether replies or meetings unenroll all contacts at that company

Note: These settings remain ON by default to preserve existing prospecting workflows. The enrollments table will also show engagement badges (replies/meetings) regardless of your unenrollment settings, giving you full visibility into contact engagement.