Product Update: Action plan management, activity feed filters and a new assignee flow.



December 11, 2023

Winter '23 Release


We launched new features to make it easier to engage large buying centers, improve central overview of mutual action plans, and more!

#1 Action Plan status overview in dashboard

We added new filters and columns to the dashboard. You can now keep track of all your mutual action plans in one view: Just go to your dashboard, click on columns (new!), and show the status and progress columns.

#2 Activity Feed filters

Drill down the activity feed using our new filters. You can filter by stakeholder and action to get a clear view on prospect engagement.

#3 Automated buyer e-mail notifications & settings

Let us chase your customers for you: You can now send automated task and comment notifications from Valuecase. As a little extra, we've also upgraded the UI of the space settings. Read more in our blog article dedicated to buyer e-mail notifications.

#4 Simplified Action Plan Assignee Flow

The button to add new assignees to action plans is now visible by default. It's easier to use and allows you to set up email notifications for new stakeholders with one click.

And that’s not all - here are some additional highlights

  • New Table Block [beta]: We introduced a new table block that allows you to create and edit tables directly in Valuecase. This block is in Beta so please let us know if you find any bugs.
  • Link Hubspot deals in Space creation: If you are connected to HubSpot, you can now select the deal you want to link the space to in Space creation.

Want to learn more about Valuecase? Let's talk today!

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