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August 2023 Release

Use Deal Status' to track and communicate your priorities

Updated over a year ago

Our August release is now LIVE! Here's what's new in TransactIQ:

  1. Deal Status / Deal Cards: Updating the status of a deal is now so easy and makes it more visible across parts of the product. Use this to highlight if the deal is On Track or At Risk. You can also log notes, emails, calls and meetings with just one click!

Check out this video for more details:

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