Planned
149 - RM & analytics: Segment Account Contacts into custom divisions with in-app opp and quote rollup
Summary Define reusable Account-level segments or divisions (e.g. battery vs drone), associate Contacts with those buckets, then read pipeline, quotes, and funnel conversion KPIs segmented inside CRUSH rather than juggling parallel Salesforce-only report books. Why Large Accounts often operate multiple franchises under one Salesforce Account; executives need rollup math aligned to internal segment lines, not improvised Opportunity fields alone. User story As someone managing a diversified strategic Account, I want governed segment memberships on Contacts reflected in Relationship Map and analytics surfaces so pursuit metrics reconcile to how leadership splits the franchise.
Nick Campion about 2 months ago
maps
Backlog
Planned
149 - RM & analytics: Segment Account Contacts into custom divisions with in-app opp and quote rollup
Summary Define reusable Account-level segments or divisions (e.g. battery vs drone), associate Contacts with those buckets, then read pipeline, quotes, and funnel conversion KPIs segmented inside CRUSH rather than juggling parallel Salesforce-only report books. Why Large Accounts often operate multiple franchises under one Salesforce Account; executives need rollup math aligned to internal segment lines, not improvised Opportunity fields alone. User story As someone managing a diversified strategic Account, I want governed segment memberships on Contacts reflected in Relationship Map and analytics surfaces so pursuit metrics reconcile to how leadership splits the franchise.
Nick Campion about 2 months ago
maps
Backlog
Planned
148 - RM: Prompt sellers to add email-thread participants missing from Relationship Maps
Summary Surface people appearing on synced email threads (To/CC/BCC–style recipients) who are not yet on the Relationship Map, then prompt sellers to add or link them and place them in the hierarchy. Why New stakeholders often show up in mail traffic before CRM and the map reflect them; curated maps drift unless someone manually reconciles inbox participants. User story As a seller maintaining a Relationship Map, I want email-derived participants surfaced when they are missing from my map so I can extend coverage quickly without auditing every thread by hand. Signals Depends on Salesforce email/messaging availability (for example EmailMessage and related syncing). Placement remains seller-approved; privacy, FLS, and duplicate-contact handling matter—see groomed acceptance criteria on the ticket.
Nick Campion about 2 months ago
maps
Backlog
Planned
148 - RM: Prompt sellers to add email-thread participants missing from Relationship Maps
Summary Surface people appearing on synced email threads (To/CC/BCC–style recipients) who are not yet on the Relationship Map, then prompt sellers to add or link them and place them in the hierarchy. Why New stakeholders often show up in mail traffic before CRM and the map reflect them; curated maps drift unless someone manually reconciles inbox participants. User story As a seller maintaining a Relationship Map, I want email-derived participants surfaced when they are missing from my map so I can extend coverage quickly without auditing every thread by hand. Signals Depends on Salesforce email/messaging availability (for example EmailMessage and related syncing). Placement remains seller-approved; privacy, FLS, and duplicate-contact handling matter—see groomed acceptance criteria on the ticket.
Nick Campion about 2 months ago
maps
Backlog
Planned
146 - Tag Relationship Map contacts with product-scoped Decision Maker and champion roles
Summary Tag Relationship Map participants with Decision Maker / champion personas tied to specific products (e.g. ADFR vs DSP) inside the single Account Relationship Map. Why Multi-product sellers need different buyers per SKU without spinning up duplicate maps. User story As a rep covering multiple product lines on one strategic account, I want product-scoped role labels on contacts so execs trust coverage maps and SKU-level Decision Makers stay visible.
Nick Campion about 2 months ago
maps
Backlog
Planned
146 - Tag Relationship Map contacts with product-scoped Decision Maker and champion roles
Summary Tag Relationship Map participants with Decision Maker / champion personas tied to specific products (e.g. ADFR vs DSP) inside the single Account Relationship Map. Why Multi-product sellers need different buyers per SKU without spinning up duplicate maps. User story As a rep covering multiple product lines on one strategic account, I want product-scoped role labels on contacts so execs trust coverage maps and SKU-level Decision Makers stay visible.
Nick Campion about 2 months ago
maps
Backlog
Planned
145 - Associate Relationship Map Decision Makers with open Salesforce Opportunities
Keep Decision Makers on Relationship Maps aligned with open Salesforce Opportunities so deal teams and leadership see the same buyer contact—not a siloed map vs Opportunity view. User story As a seller pursuing active opportunities on an account, I want the map's Decision Maker reflected on the right Opportunity context, so that reporting, coaching, and renewal prep stay tied to the correct economic buyer.
Nick Campion about 2 months ago
maps
Backlog
Planned
145 - Associate Relationship Map Decision Makers with open Salesforce Opportunities
Keep Decision Makers on Relationship Maps aligned with open Salesforce Opportunities so deal teams and leadership see the same buyer contact—not a siloed map vs Opportunity view. User story As a seller pursuing active opportunities on an account, I want the map's Decision Maker reflected on the right Opportunity context, so that reporting, coaching, and renewal prep stay tied to the correct economic buyer.
Nick Campion about 2 months ago
maps
Backlog
Planned
144 - Surface Relationship Map Decision Maker changes for Tier 0 accounts
Create Salesforce-reportable visibility when the Decision Maker on an Account's Relationship Map changes, focused on Tier 0 renewal-risk accounts—not generic contact edits. User story As a regional sales or CS leader for Tier 0 accounts, I want Decision Maker attribution changes surfaced audibly in Salesforce, so that we can engage the new buyer before renewals stall.
Nick Campion about 2 months ago
maps
Backlog
Planned
144 - Surface Relationship Map Decision Maker changes for Tier 0 accounts
Create Salesforce-reportable visibility when the Decision Maker on an Account's Relationship Map changes, focused on Tier 0 renewal-risk accounts—not generic contact edits. User story As a regional sales or CS leader for Tier 0 accounts, I want Decision Maker attribution changes surfaced audibly in Salesforce, so that we can engage the new buyer before renewals stall.
Nick Campion about 2 months ago
maps
Backlog
Deployed
Mobile Objective Table & Summary Components
Corrected display and interaction problems with Objective Table and Summary components on mobile devices, enabling field sales reps to access and update key account planning data seamlessly while on the go. Restructured mobile views for better responsiveness and usability across different devices. Implemented responsive grid classes and styling changes for improved mobile user experience.
Nick Campion about 2 months ago
bug
2026 Spring
Deployed
Mobile Objective Table & Summary Components
Corrected display and interaction problems with Objective Table and Summary components on mobile devices, enabling field sales reps to access and update key account planning data seamlessly while on the go. Restructured mobile views for better responsiveness and usability across different devices. Implemented responsive grid classes and styling changes for improved mobile user experience.
Nick Campion about 2 months ago
bug
2026 Spring
Deployed
139 - Presentation Mode PDF Layout & Format
Improved PDF export to ensure documents are formatted optimally for live presentations, enhancing usability and professionalism in client-facing scenarios. Improved PDF layout by generating multi-page A4 landscape PDFs with clean page breaks. Noted that the code currently supports A4 landscape format only, not all standard paper sizes as previously stated.
Nick Campion about 2 months ago
bug
2026 Spring
Deployed
139 - Presentation Mode PDF Layout & Format
Improved PDF export to ensure documents are formatted optimally for live presentations, enhancing usability and professionalism in client-facing scenarios. Improved PDF layout by generating multi-page A4 landscape PDFs with clean page breaks. Noted that the code currently supports A4 landscape format only, not all standard paper sizes as previously stated.
Nick Campion about 2 months ago
bug
2026 Spring
Deployed
138 - PDF Download Failure in Present Mode
Addressed failures during the PDF download process in Present Mode, ensuring users can successfully share or archive their presentation documents without any issues. Updated PDF generation process to ensure reliable capture and saving of PDF files in Salesforce Files. Corrected issues with corrupt/incomplete PDF files from the previous code.
Nick Campion about 2 months ago
bug
2026 Spring
Deployed
138 - PDF Download Failure in Present Mode
Addressed failures during the PDF download process in Present Mode, ensuring users can successfully share or archive their presentation documents without any issues. Updated PDF generation process to ensure reliable capture and saving of PDF files in Salesforce Files. Corrected issues with corrupt/incomplete PDF files from the previous code.
Nick Campion about 2 months ago
bug
2026 Spring
Deployed
137 - PDF Download Button Responsiveness
Resolved unresponsive download buttons on PDF-generated pages, allowing users to save and download documents effortlessly. Completely rewrote the generatePdf function to ensure buttons can fire correctly. Implemented reliable logic for generating PDF files with proper error handling. Commented out the "Share" button in Present Mode for users to prioritize download button.
Nick Campion about 2 months ago
bug
2026 Spring
Deployed
137 - PDF Download Button Responsiveness
Resolved unresponsive download buttons on PDF-generated pages, allowing users to save and download documents effortlessly. Completely rewrote the generatePdf function to ensure buttons can fire correctly. Implemented reliable logic for generating PDF files with proper error handling. Commented out the "Share" button in Present Mode for users to prioritize download button.
Nick Campion about 2 months ago
bug
2026 Spring
Planned
131 - AI Classify Account Contacts not on Relationship Map
Use AI-assisted classification on Salesforce Account Contacts who are not on the Relationship Map yet—so sellers see coverage-oriented groupings (role, seniority, department/function, etc.) instead of scrolling long Contact lists manually. Results are suggestions only until acceptance flows are shipped; Relationship Map authoring stays authoritative. User story As a salesperson or pursuit lead, I want unmapped Contacts surfaced with actionable groupings, so that I can spot gaps and high-potential people faster.
Nick Campion about 2 months ago
maps
2026 Fall-Winter
Planned
131 - AI Classify Account Contacts not on Relationship Map
Use AI-assisted classification on Salesforce Account Contacts who are not on the Relationship Map yet—so sellers see coverage-oriented groupings (role, seniority, department/function, etc.) instead of scrolling long Contact lists manually. Results are suggestions only until acceptance flows are shipped; Relationship Map authoring stays authoritative. User story As a salesperson or pursuit lead, I want unmapped Contacts surfaced with actionable groupings, so that I can spot gaps and high-potential people faster.
Nick Campion about 2 months ago
maps
2026 Fall-Winter
129 - Relationship Map manual-layout ordering is lost after reopening the map
After a user switches a Relationship Map to manual layout mode and rearranges cards, the manual ordering is not reliably preserved — on re-open, cards and/or groups appear jumbled back to what looks like the auto-layout arrangement.
Nick Campion about 2 months ago
maps
Backlog
129 - Relationship Map manual-layout ordering is lost after reopening the map
After a user switches a Relationship Map to manual layout mode and rearranges cards, the manual ordering is not reliably preserved — on re-open, cards and/or groups appear jumbled back to what looks like the auto-layout arrangement.
Nick Campion about 2 months ago
maps
Backlog
Planned
128 - Support paginated / multi-page Relationship Maps with cross-page hierarchy
As a seller working a very large account (e.g. a global enterprise with many business units), I want to split a single logical Relationship Map into multiple linked pages — one per department / region / subsidiary — and navigate between them via a parent hierarchy, so that I can keep each map readable while still seeing how departments relate at the account level.
Nick Campion about 2 months ago
maps
2026 Summer
Planned
128 - Support paginated / multi-page Relationship Maps with cross-page hierarchy
As a seller working a very large account (e.g. a global enterprise with many business units), I want to split a single logical Relationship Map into multiple linked pages — one per department / region / subsidiary — and navigate between them via a parent hierarchy, so that I can keep each map readable while still seeing how departments relate at the account level.
Nick Campion about 2 months ago
maps
2026 Summer
Planned
124 - Combined view of multiple Relationship Maps under one Account
As a sales user managing a large customer (e.g., Ford) with multiple Relationship Maps broken down by function (exec leadership, engineering, supply chain, finance), I want to view several of those maps stitched together on a single canvas so I can see cross-functional relationships in one place.
Nick Campion about 2 months ago
maps
2026 Summer
Planned
124 - Combined view of multiple Relationship Maps under one Account
As a sales user managing a large customer (e.g., Ford) with multiple Relationship Maps broken down by function (exec leadership, engineering, supply chain, finance), I want to view several of those maps stitched together on a single canvas so I can see cross-functional relationships in one place.
Nick Campion about 2 months ago
maps
2026 Summer
In Review
123 - Filter Relationship Map contacts by configurable Contact and Card attributes
As a seller or CS manager viewing a Relationship Map for a large account, I want to filter the contacts displayed on the map by attributes (e.g., persona, department, influence, support/sentiment, opportunity-role linkage), so that I can focus on a specific segment of a big account (e.g., one Vodafone department, or only blockers) without being overwhelmed by every card at once.
Nick Campion about 2 months ago
maps
2026 Summer
In Review
123 - Filter Relationship Map contacts by configurable Contact and Card attributes
As a seller or CS manager viewing a Relationship Map for a large account, I want to filter the contacts displayed on the map by attributes (e.g., persona, department, influence, support/sentiment, opportunity-role linkage), so that I can focus on a specific segment of a big account (e.g., one Vodafone department, or only blockers) without being overwhelmed by every card at once.
Nick Campion about 2 months ago
maps
2026 Summer
Deployed
114 - Template Loading in Present Mode
Fixed issues where templates failed to load correctly, ensuring consistent functionality and a smoother user experience when starting presentations. Resolved scoping issues causing buttons and controls to not work properly in the template. Fixed CSS display property to show the PDF header bar correctly.
Nick Campion about 2 months ago
account_plans
2026 Spring
Deployed
114 - Template Loading in Present Mode
Fixed issues where templates failed to load correctly, ensuring consistent functionality and a smoother user experience when starting presentations. Resolved scoping issues causing buttons and controls to not work properly in the template. Fixed CSS display property to show the PDF header bar correctly.
Nick Campion about 2 months ago
account_plans
2026 Spring
Deployed
16 - Standard User Opportunity Plan Tab
Added ability for Standard User to access Opportunity Plans in the CRUSH app, enhancing visibility and access to critical information.
Nick Campion about 2 months ago
opportunity
2026 Spring
Deployed
16 - Standard User Opportunity Plan Tab
Added ability for Standard User to access Opportunity Plans in the CRUSH app, enhancing visibility and access to critical information.
Nick Campion about 2 months ago
opportunity
2026 Spring
111 - Decouple Objective completion % (and Stage auto-update) from task status
As an admin configuring the Objectives list on an Account Plan, I want to control how the Objective completion % is calculated and whether Stage auto-updates from tasks, so that the progress and status shown reflect our business definition of progress — not just the ratio of closed Salesforce Tasks.
Nick Campion about 2 months ago
account_plans
Backlog
111 - Decouple Objective completion % (and Stage auto-update) from task status
As an admin configuring the Objectives list on an Account Plan, I want to control how the Objective completion % is calculated and whether Stage auto-updates from tasks, so that the progress and status shown reflect our business definition of progress — not just the ratio of closed Salesforce Tasks.
Nick Campion about 2 months ago
account_plans
Backlog
In Testing
28 - Consolidated Activity View on Account Plan — Surface all objective and related opportunity activities in a single tab
As a sales representative or market development representative, I want to see all activities from my account plan objectives and from related opportunities consolidated in one place on the Account Plan page, So that I can quickly understand everything happening within the account without drilling into each objective and opportunity individually.
Nick Campion about 2 months ago
account_plans
2026 Summer
In Testing
28 - Consolidated Activity View on Account Plan — Surface all objective and related opportunity activities in a single tab
As a sales representative or market development representative, I want to see all activities from my account plan objectives and from related opportunities consolidated in one place on the Account Plan page, So that I can quickly understand everything happening within the account without drilling into each objective and opportunity individually.
Nick Campion about 2 months ago
account_plans
2026 Summer
Planned
103 - Ingest governed external data to enrich Relationship Maps
Use approved third-party APIs and feeds (professional networks, vetted news, sanctioned affinity disclosures) so Relationship Maps gain timely context—without replacing relationships your team captures manually. Ingest stays off by default until administrators configure compliant connections. User story As a seller or pursuit team member using Relationship Maps, I want external signals surfaced in map workflows when my org enables them, so that planning reflects real-world shifts (titles, impactful news, allowed affinity cues) beside curated relationships.
Nick Campion about 2 months ago
maps
Backlog
Planned
103 - Ingest governed external data to enrich Relationship Maps
Use approved third-party APIs and feeds (professional networks, vetted news, sanctioned affinity disclosures) so Relationship Maps gain timely context—without replacing relationships your team captures manually. Ingest stays off by default until administrators configure compliant connections. User story As a seller or pursuit team member using Relationship Maps, I want external signals surfaced in map workflows when my org enables them, so that planning reflects real-world shifts (titles, impactful news, allowed affinity cues) beside curated relationships.
Nick Campion about 2 months ago
maps
Backlog
Planned
101 - Streamlining the Manual Relationship Map Update Process (Improvement/Efficiency)
Quarterly relationship map hygiene is labor-intensive today: reps reconcile CRM changes map-by-map with little repeatable structure. CRUSH should reduce that drag through guided review flows, better delta signals, operational queues where appropriate, and carefully governed bulk aids—validated with customers before committing build scope. User story As someone responsible for keeping relationship maps fresh, I want repeatable, faster paths through periodic reviews so leadership can trust coverage without burning seller time.
Nick Campion about 2 months ago
maps
Backlog
Planned
101 - Streamlining the Manual Relationship Map Update Process (Improvement/Efficiency)
Quarterly relationship map hygiene is labor-intensive today: reps reconcile CRM changes map-by-map with little repeatable structure. CRUSH should reduce that drag through guided review flows, better delta signals, operational queues where appropriate, and carefully governed bulk aids—validated with customers before committing build scope. User story As someone responsible for keeping relationship maps fresh, I want repeatable, faster paths through periodic reviews so leadership can trust coverage without burning seller time.
Nick Campion about 2 months ago
maps
Backlog