Nov '25 • General discussion
CRM Style of Deal Management
Introducing the first of many features to come on moving the platform towards a CRM style of deal management.
Now you have the ability to implement Custom Statuses, receive Notification reminders on whatever date you choose for deal follow ups, and you can organize the priority order of deal statuses to however you want.
I also fixed a misc bug where Match Score was not appropriately calculating the right value based upon the real time Match Score calculations.
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CRM Style of Deal Management
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