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Added Deals by Investment Inquiries Form

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Feb 12, 2024

When an investment is added via the web form, it should have a stage "Added by Investment Inquiries Form" (this is also what I set in the "Forms" settings. Instead, it is just being added with the stage "Added", with no notification email. Also, n...

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We've noticed a glitch in our system that's causing submissions from the Investment Inquiries Form to be routed to the wrong stage ("Added" instead of "Added by Investment Inquiries Form") for newly created Hub accounts. Our team is act...