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Documentation Index

Fetch the complete documentation index at: https://docs.play2sell.com/llms.txt

Use this file to discover all available pages before exploring further.

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Changelog

Stay up to date with the latest changes to SalesOS. We release updates regularly with new features, improvements, and bug fixes.
SalesOS is a cloud platform — updates are applied automatically. You do not need to install or update anything. Simply refresh your browser to get the latest version.

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April 2026

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April 30, 2026

Security
  • Initial API security review completed
  • Documented the request signature scheme (P2S-SIGN-V1): a 30-second validity window with a 5-step HMAC-SHA256 derived-key chain over API_KEY, TIMESTAMP, METHOD, PATH, and the body’s SHA-256 digest
  • API key creation now returns a separate api_key_secret used to sign requests, never sent on the wire
Improvements
  • OpenAPI specification updated to reflect both authentication schemes (Bearer JWT for Dashboard sessions, P2S-SIGN-V1 for server-to-server calls)
  • All API and integration pages (en/pt/es) refreshed with the new wire-format Authorization header and updated code samples in cURL, Node.js, Python, and PHP
  • Added an in-browser API Sandbox that signs requests automatically — try endpoints without writing the HMAC code

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March 2026

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March 12, 2026

New Features
  • Added custom badge creation for Enterprise plan administrators
  • Introduced scheduled report delivery via email (daily, weekly, monthly)
  • New “Forecast vs Actual” chart in the reporting dashboard
Improvements
  • Pipeline drag and drop performance improved for boards with 200+ deals
  • Lead import now supports up to 5,000 records per batch (previously 1,000)
  • Webhook retry logic now uses exponential backoff for better reliability
Bug Fixes
  • Fixed issue where pipeline filters would reset after moving a deal
  • Fixed notification count not clearing after marking all as read
  • Fixed CSV export including deleted records in certain filter combinations

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February 2026

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February 25, 2026

New Features
  • SalesOS Pay: NFS-e electronic invoice generation
  • Added bulk operations on the deals list view (reassign, update stage, add tags)
  • New challenge type: Team Challenges with shared goals
Improvements
  • Chat now supports threaded replies for better conversation organization
  • Dashboard widgets load independently — a slow widget does not block others
  • Improved search performance across leads and deals
Bug Fixes
  • Fixed gamification points not being awarded for deals created via API
  • Fixed team hierarchy not being respected in the ranking leaderboard
  • Fixed file attachments failing for files with special characters in the name

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February 10, 2026

New Features
  • Automation workflows: new “Send Chat Message” action type
  • Added keyboard shortcuts for common actions (press ? to see all)
  • New “Days in Stage” indicator on pipeline deal cards
Improvements
  • Reduced login time by 40% through authentication flow optimization
  • Custom fields now support conditional required rules based on pipeline stage
  • Improved mobile responsiveness for the dashboard and lead list views
Bug Fixes
  • Fixed round-robin lead distribution skipping deactivated users
  • Fixed date filters using UTC instead of the workspace timezone
  • Fixed rare issue where closing a deal as won would not trigger the #wins notification

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January 2026

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January 20, 2026

New Features
  • SalesOS Connect (n8n): integrated workflow automation platform
  • Added webhook signature verification for secure integrations
  • New “Read-Only Viewer” default role option
Improvements
  • Report generation is now 3x faster for large datasets
  • Added support for multi-select custom field type
  • Webhook delivery logs now show full request and response details
Bug Fixes
  • Fixed pipeline metrics not updating in real time after deal moves
  • Fixed user invitation emails going to spam due to missing SPF record
  • Fixed challenge countdown timer showing incorrect time for non-UTC timezones

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December 2025

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December 15, 2025

New Features
  • White-label branding: custom logo, colors, and login page customization
  • API v1 released with full CRUD support for leads, deals, and users
  • Added deal activity timeline with complete audit trail
Improvements
  • Complete redesign of the notification center with filtering and bulk actions
  • Gamification tier system now includes 5 levels (Bronze through Diamond)
  • CSV import now validates and previews data before processing
Bug Fixes
  • Fixed deals with zero value breaking the pipeline value calculation
  • Fixed chat channels not showing messages for newly added members
  • Fixed exported PDFs missing custom field columns
Have a feature request or feedback? We love hearing from our users. Contact us through the support channels to share your ideas.