Finta Change Log

Updates for Aurora, CRM, deal rooms, documents, onboarding, billing, automations, team workflows and more.

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  1. CRMAutomationsTeam Workflows

    More control over CRM lists and automations

    Teams gained clearer controls for working CRM lists, sequence enrollment, and the daily fundraising pipeline.

    • CRM adds name sorting, unread-email indicators, a wider stage control, and duplicate-company protection.
    • Teams can filter contacts before sequence enrollment, archive automations, and choose a post-meeting skill template.
    • Batch email handling and the Today pipeline view are more practical for day-to-day follow-through.