Published at: 2026-09-17

2026 sales management update overview


This page summarizes monthly Product updates for Sales Management. Use the following table to find details for each release.

Monthly update index

Update month Key updated modules Core feature summary Details
April 2026 Account Management, CPQ, transaction records, and receivables Business registration lookup permissions, end-to-end consumable Product support in CPQ, Contract amendments, and multi-scenario receivables View details
March 2026 CPQ, transaction records, and SFA_AI Event listeners, CPQ Workflows, Lark meeting integration, and Account 360-degree briefs View details
November 2025 Account Management, CPQ, SFA_AI, and Rebate Management D&B Company lookup, CPQ Auto Associate rules, and Zoom meeting integration View details
October 2025 Price Management, CPQ, receivables, and Rebate Management APL recycling dates, flexible BOM component Discounts, Quick Receivable, and contract-completion Rebates View details

Main module evolution

Business module Focus Key features
Account Management Internationalization and intelligent admission D&B Global Company Information lookup, detailed Business Registry Lookup permissions, and multilingual translation
CPQ Complex business support and visualization Consumable products, advanced Product attribute customization, Mobile Client exploded views, and BOM component Discounts
Transactions and receivables Flexible rules and compliant closed-loop processes Contract amendments, flexible invoice detail adjustments, Quick Receivable allocation, and milestone-based Revenue Management
AI assistants Sales collaboration and process insight Intelligent Lark and Zoom meeting summaries, field-service voice insights, and Account 360-degree profile briefs

Business rules and descriptions

Detailed reference information

Detailed reference information

Detailed reference information

Related topics

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