iOS Digital Sales Room: Action Plans
Sellers using Digital Sales Rooms on iOS will be able manage their action plans directly from the app, without switching to a browser or waiting until they're back at a laptop.
Create and edit tasks, set owners and due dates, track dependencies, add comments, flag hurdles, and monitor progress, all from your phone. Everything works offline too, so updates made between meetings or in low-connectivity environments sync automatically when you're back online.
This brings the full action plan workflow to mobile, making it easier for field sales teams to keep deals moving in real time.
Product Board 326 March 2026
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