July & August 2026 Feature Enhancements

Our latest batch of feature enhancements provide bulk actions for admins and more flexibility for reps:

• Edit Pending Member Details: Now admins can edit pending members' details, including name and title, or bulk upload.
• Bulk Download Signed Plan Verifications: Export all signed verification documents for a comp plan in one action.
• Record Name for Manual Payouts/Clawbacks: When adding a manual payout or clawbacks from the Payouts page, now you’ll be able to add a record name.
• Bulk Override Deal Value: Select multiple deals from the Deals page to override the deal value when applying the same adjustment across multiple deal owners.
• Flagging from Earnings, Attainment and Approvals: Now members can flag deals from additional pages in the app as questions arise during those workflows.
• Comp Strategy 101 in Atlas: Use the new guided flow in Atlas to learn about compensation fundamentals such as base/variable mix and commission rate formulas

These enhancements are now live and available across all workspaces. Questions? Reach out via the in-app chat.