Description: Your GoTo Connect phone calls now land on the right deal automatically. When a call comes in from, or goes out to, a number that belongs to a contact or lead in your CRM, Compass looks that number up, resolves it to the account, and attaches the call to that account's open opportunity — before the transcript exists, so even a short dial is matched. A call from a number Compass cannot find in your CRM stays in Unmatched rather than being guessed onto a deal, and you can attach it yourself from there. If several contacts share a number, such as a company main line, Compass leaves the call unmatched instead of picking one.

Solution & Impact: Every way Compass linked a call to a deal was keyed on an email address — the calendar invite, the stakeholder list, email activity. A phone call carries a number and sometimes a name, and no email, so GoTo Connect calls would have arrived as a pile of unmatched calls for someone to sort by hand. Now the CRM record you already maintain does the sorting.

Description: You can now get to your meeting brief from the deal's Recommended tab. For every upcoming customer meeting on a deal, a Review your meeting brief action appears alongside your other recommended actions, showing the meeting title and time. Click it and the same brief opens in the side pane. If a deal has several upcoming meetings, you get one action per meeting. The action disappears once the meeting starts, moves if the meeting is rescheduled, and goes away if it is cancelled. Internal meetings and meetings not matched to a deal get no action, and dismissing one keeps it dismissed.

Solution & Impact: The brief lived behind a chip on the meeting card in the Activity view, so reps who run their day from the Recommended tab — the surface built to tell them what to do next — could miss that a brief was waiting. It is the same brief, in the place you already look.

Description: Meeting briefs by email and Slack now go to every teammate who has accepted the meeting invite, rather than only to the deal owner. If a CSM, solutions engineer, or exec is on the call, each of them receives the brief, and each person's own notification preference decides whether it arrives. You no longer receive briefs for meetings on your deals that you are not attending. Customer-side attendees never receive a brief.

Solution & Impact: Briefs used to go to the deal owner and nobody else. Owners were getting briefs for every CSM meeting on their deals whether or not they were in the room, and the people who were in the room got nothing. Note the flip side: if you own a deal but are not on a given meeting's invite, you will not get that meeting's brief.

Description: If the user account your admin connected to Salesforce can read but not write, Compass now shows you that. The Edit option on deal fields such as Stage and your mapped custom fields is hidden, and in Settings › Team Settings › Letter Compass › Salesforce Configuration the writeback mapping is locked so admins can see which fields Compass cannot push back to the CRM. Grant the integration user write access in Salesforce and the controls return.

Solution & Impact: Compass offered the same Edit controls to every org, so in an org with a read-only integration user a rep could change a stage or a field in Compass and only find out later that it never reached the CRM. The controls now match what the connection can actually do.

Description: The Call Recorder step in your Setup checklist now checks itself off when any recording source is live — the Letter meeting bot, the Compass Call Recorder, or a connected third-party recorder such as Gong, Clari, or Momentum.

Solution & Impact: The step only counted the Letter bot, so teams that record through Gong or another connected recorder saw an incomplete checklist for something they had already set up.