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Deals Management for Perfex CRM

Deals Management for Perfex CRM v1.1.2

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Codeyon ITServices
27 March 2026

--- Added enterprise deal fields: probability, expected_revenue, next_follow_up_at, last_contacted_at, last_activity_at, priority, forecast_category, health_status, and campaign_id.
--- Added tbl_deals_followups for structured follow-up management.
--- Added tbl_deals_campaigns support enhancements and campaign attribution on deals.
--- Added follow-up management screens and deal-level follow-up workflows.
--- Improved deal metrics syncing so contact/activity timestamps update from calls, meetings, emails, follow-ups, stage changes, and status changes.
--- Added chart-based reporting UI with KPI cards and dashboards.
--- Added tbl_deals_campaign_steps for campaign sequencing.
--- Added tbl_deals_automation_rules for trigger/action automation rules.
--- Added tbl_deals_automation_queue and cron-driven processing.
--- Added event-based automation for deal creation, deal update, stage/status changes, follow-up completion, and campaign execution.
--- Added admin automation screens and campaign sequencing management.
--- Added tbl_deals_approvals for approval requests.
--- Added tbl_deals_webhooks and webhook delivery logging.
--- Added tbl_deals_approval_policies for automatic approval rules.
--- Added governance/admin workflows for approval policies, approval decisions, webhook testing/retry, and operational attention queues.
--- Added diagnostics screens for schema, approvals, webhooks, and QA visibility.
--- Redesigned deal details overview into a cleaner, simpler layout with stat cards and reduced noise.
--- Reduced excessive text and hidden secondary information behind collapsible sections.
--- Modernized kanban/list/detail shell styling.
--- Redesigned calls into card/grid layout with modal-based create/edit.
--- Redesigned meetings into card/grid layout with modal-based create/edit.
--- Redesigned follow-ups into card/grid layout with modal-based create/edit and completion modal.
--- Redesigned email tab into card/grid layout with compose modal.
--- Standardized activity card action styling across detail tabs.
--- Expanded reporting with funnel reporting, pipeline metrics, stage aging, revenue trend, source performance, owner performance, status/forecast/health mix, and follow-up performance.
--- Fixed assignee handling to prevent empty IN () SQL errors on deal detail pages.
--- Fixed broken/internal routing inconsistencies and relation issues around deal actions and attachments.
--- Improved access logic around deal ownership and assignment handling.
--- Fixed all known issues and bugs.
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