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Deals Management for Perfex CRM

Deals Management for Perfex CRM v1.1.2

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Avinash

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Avinash submitted a new resource:

Deals Management for Perfex CRM - Get an overview of deals in a week, month, and deals in the last 30 days

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Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each deal. Manage discussions and notes...

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Avinash updated Deals Management for Perfex CRM with a new update entry:

Deals Management for Perfex CRM v1.1.2

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...

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