The Lyte Guide to Outreach Product Releases
Accounts and homepage in 2026: every update, in order
The two screens reps see most got rebuilt this year. The homepage became something admins can design for each team, and account pages split into a quick overview and a real account plan. Here are all 9 updates so far this year.
Each spike is a month. The taller it is, the more Outreach shipped. Tap a month to jump to it.
Your account plan, inside Salesforce
A big one for Salesforce-first teams, plus three quality-of-life fixes.
Smart Account Plans in Salesforce
AEs · Account managersEmbed Outreach's account plan, with its relationship map, engagement timeline and AI insights, right on the Salesforce account page. It's live and editable, not a copy that goes stale.
Read the full account page guide →Pipeline on your homepage
AEs · ManagersA homepage tile shows your pipeline against quota, plus sorting and quick actions on tiles.
Keyboard shortcuts on the account map
AEsGet around the account relationship map faster with keyboard shortcuts.
Pin important notes
AEs · Account managersPin key account notes to the top and filter the rest.
One homepage for the whole team
Admins design the homepage
Admins · EveryoneAdmins can push a standard homepage layout to the whole company or to specific teams. Omni now sits on the homepage, and tiles can show your saved account and opportunity views.
Read the full homepage guide →Account pages, rebuilt
Account pages split in two: a quick look at what's happening, and a proper place to plan.
Account Overview and Account Plan
AEs · Account managers · CSMsOverview is the quick scan, with links to the account's Slack channel, website, LinkedIn and CRM record. Plan is a document-style space for account strategy, with layouts, comments and a canvas view.
Read the full account page guide →Choose which account fields you see
EveryonePick which custom fields show in the account side panel. Helpful now that AI agents fill in more long text fields.
Meeting tile shows prospect meetings
RepsThe homepage meeting tile now shows only meetings with prospects by default. A toggle shows all meetings, and remembers your choice.
Less clutter on prospects too
Choose which prospect fields you see
EveryoneThe same side-panel field picker comes to prospect records.
Homepages and account plans your team will actually use.
Lyte Sales is a certified Outreach Professional Services partner. We design homepage layouts for each team, build account plan templates and set up the Salesforce embed.
Talk to Lyte Sales