Changelog.

Manual changes by section, newest first.

2026-06-14 — Settings moved to a unified hub

Settings consolidated — account, email-provider, CRM, notifications, and billing settings now live in one Settings hub (top nav): Settings → Account, Settings → Integrations, Settings → Notifications, and Settings → Billing. Sales Outreach has no product-specific settings section; message style and sequence templates stay on the Sales Outreach page. See Settings reference.

Initial web publication. Content migrated from P02-USER-MANUAL.md (source last updated 2026-06-02).

Recent product changes already reflected in this initial publication:

CASL §6(2) — business mailing address now required before any P02 send works (auto-injected into every email’s footer; placeholder addresses rejected). See Quick start Step 1 and Compliance.
Two-phase import flow with preview → consent basis → attestation → commit. See Importing prospects.
Onboarding checklist (8 steps) that auto-completes as you go. See Quick start.
90-day data retention after cancellation with token-nulling on cancel and best-effort prospect deletion on HubSpot/Pipedrive disconnect. See Compliance.
Single-plan pricing at $249/mo CAD (Growth and Scale tiers retired May 2026 — dedicated mailbox available case-by-case). See Pricing, caps & billing.
XLSX parser migrated from xlsx to exceljs in 2026-05 — behaviour-identical but stricter on malformed cells.
RFC 8058 one-click POST now returns 200 (previously 405 in some flows — fixed 2026-05).

Editorial choices during migration:

Section numbering (§1–§24) dropped in favour of section links — every cross-reference now points to the relevant in-site page.
Inline “Note:”, “Heads-up:”, and “Why X” callouts promoted to structured <Callout> components throughout.
The §24 Glossary was inlined where terms appear rather than kept as a separate end-page glossary — matches the P01, P05, and P09 pattern.
§3 Quick Start and §19 Onboarding Checklist combined into one page — they’re the same flow.
§2 Pricing and §16 Caps/Throughput combined into a single billing page — caps are a pricing artefact.
§17 Compliance and §20 Cancellation/Data Retention combined into one compliance page — they’re the same legal surface.
§21 Help Center folded into the landing index and footer pointers — no separate page.
Em-dashes normalised across all step descriptions.

Sections published:

Section	Status
What Sales Outreach does	Published
Logging in	Published
Quick start — your first outreach	Published
Dashboard at a glance	Published
Connecting your sending email	Published
Importing prospects	Published
AI research	Published
AI-written vs template-driven	Published
Sequence templates	Published
Approving & sending	Published
The Sequences table	Published
Replies & classification	Published
CRM integration	Published
Notifications	Published
Monthly ROI reports	Published
Settings reference	Published
Pricing, caps & billing	Published
Frequently asked questions	Published
Troubleshooting	Published
CASL, suppressions & data handling	Published