Feature Requests

I would like to have an Exclusive tag that can be applied to deals that were submitted first or previously funded by someone else in the company. This feature would help in easily identifying and managing such deals, ensuring that they receive the appropriate attention and resources.

I would like to have a filter option for Source and Batch when sorting deals. Currently, I can view deals from a specific batch by clicking into the Source or Batch and going to the Activity tab, but having a direct filter would streamline the process and make it more efficient.

I would like a feature to mark the representative whose deal it is, for my own records. This would allow me to identify the deal owner on the deals page without needing to create sub-accounts. Although there is an originator tab, I need a more straightforward way to see who is assigned to the deal without clicking on it.

I often have deals that require follow-ups in a month or two, and it would be helpful to have a dedicated tab for these files. This tab would allow me to update the deal status to 'follow up' and set a reminder for when to follow up. Additionally, having a dedicated pipeline for follow-ups would help me keep track of these deals without losing the context of their current status.

It would be beneficial to have a 'Set Follow Up' button that allows me to flag deals for follow-up without changing their status. This button would prompt me to enter a follow-up date/time and automatically apply a 'Follow Up' flag. This feature would help me remember to follow up with merchants who express interest but need more time, preventing potential loss of deals.

I need access to API or webhooks for my n8n AI agent to automate deal follow-ups. However, as a subaccount user, I don't have access to settings. It would be beneficial if non-admin users could have access to webhooks or API keys to facilitate automation processes without needing admin intervention.

I find it cumbersome to navigate to the Funders page to use funder tags. It would be more efficient if there was an option to add funder tags directly on the submit page, allowing for a more streamlined process.

I would like to have access to various API endpoints to see the status of deals and automate follow-ups with merchants using my n8n AI agent. This would greatly enhance my ability to manage and automate processes efficiently.

The application is currently too slow, and it seems to be due to the excessive number of pages, particularly with 15 pages under the deal, each for a different stage. It would be beneficial to reduce the number of pages to improve performance and speed up the application.