Agent 365 CRM
Contact-Conversation Overlay
September 5, 2026
Clicking on a contact name in opportunities or appointments list view now opens a unified overlay instead of redirecting to the contact detail page.
What's New
- Unified overlay gives quick access to conversations and key contact information in one place.
- Send SMS or email, make calls, or edit basic details without leaving the current view.
- Reduces context switching and improves workflow efficiency.
- Supports flexible viewing modes — switch between drawer, single panel, and full-screen for a more focused workspace.