Two additions for teams that track deals through to revenue: a proper order management setup, and a way to learn from the deals that didn't close.
What's new
- Order management toggle — Enable order management from workspace settings. A setup wizard creates the entity types and permissions you need in one click — no manual config.
- Orders on deals — When order management is on, deal detail pages show attached orders and the stage transition dialog lets you create an order right when a deal closes.
- Lost reasons — Define the reasons deals get lost (budget, timing, competitor, etc.) in settings. When you mark a deal as lost, you pick a reason. A banner on the deal page shows why it was lost.
- Stats across entities — Dashboard panels can now pull in fields from related entities. Sum order revenue grouped by deal stage, count contacts by company industry — queries can cross entity boundaries via JOINs.