Finta Change Log

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

  1. CRMDocumentsDeal RoomsSequencesAuroraNetworksTeam Workflows

    Priority CRM triage, smoother document sharing, and steadier sequence workflows

    CRM priorities and last-contacted updates landed alongside easier document sharing, clearer network health, and more reliable sequence enrollment.

    • CRM now supports 0-3 star contact priorities, and Last Contacted updates use the latest synced message activity so rows stay stable while outreach history refreshes.
    • Document Library and deal rooms now support public document links, Word document previews, fuller folder names, folder moves, and stronger share-copy behavior across devices.
    • Network views now surface a relationship map rail with clearer reconnect and import health states, so failed refreshes and stale mailbox connections read more accurately.
    • Sequence enrollment and Aurora handoffs gained real previews, clearer pause visibility, contact-field fixes for missing merge-tag data, timezone-aware scheduling, and protections against duplicate sends.
    • Tasks are now scoped to the right inbox so new work stops landing in another teammate's task space.