All updates
FixedBrain
Company relationships, deal close dates and lifecycle stages
The relationship types of a company — Client, Partner, Supplier and the others — can now be read and changed through the AI connector, and added or removed one at a time.
Saving a deal that is already won or lost no longer moves its close date to today; the close date of a closed deal can be corrected, and every change is in the timeline. The lifecycle stage of a company now accepts the same values as contacts.
Questions about this release? Talk to the team.