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Sep 26, 2024

Deal Pulse and AI Forecast now support saved deal filters, and notifications expand to include calls, meetings, key property changes, and smarter stuck-deal detection.

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Deal filtering: Filtering is now available in both Deal Pulse and AI Forecast. You can filter by Deal Health, Forecast Category, Deal Status, Purchase Intent, and Close Date, and save filters as presets for easy access.

Filtering Your Deals
Filtering Your Deals

Expanded notifications: The notification emails now include calls and meetings in addition to emails, key property changes showing deals where close date or amount was changed, and smarter stuck deal detection where the AI verifies that flagged deals are in fact still stuck.

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