Simplify sending to AgencyZoom

What’s changed:

  • Pipeline stage selection is now unified into a single option within the Risk Profile

  • No more separate “match” and “no match” stages

  • New Agency Default labels for Pipeline, Stage, and Location clearly show when standard settings are in use

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Upvoters
Status

🔥 Released

Board

💡 Feature Request

Date

17 days ago

Author

David Watson

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