Finta Change Log

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

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  1. CRMAuroraAutomationsTeam workflows

    Reach workflows, richer CRM signals, and smoother Aurora handoffs

    This week's update sharpened warm-intro and network workflows, added more useful CRM relationship signals, and smoothed Aurora and sequence handoffs across the dashboard.

    • Networks and Reach workflows added Aurora Picks, recommendations, and intro-request flows to help teams map warm paths and coordinate outreach from the dashboard.
    • CRM now surfaces live relationship strength, meeting and reply metrics, connection status counts, and engagement sorting so teams can prioritize warm contacts faster.
    • Aurora and sequence workflows are smoother, with the super chat toggle restored inside the active composer, the dashboard nav collapsing while Aurora is open, preserved CRM sorting after enrollment, a scrollable enrollment dialog, and clearer account-settings guidance when enrollment email setup blocks a send.