Moving a deal between stages on the board can send a notification to the other side, so a stage change is not always just a private internal note. That is worth knowing before you drag a card on a live deal.
What varies is which stages notify, who receives the notification, and whether there is a way to move a deal quietly. Rather than guess at that here, email us at contact@levr.ai and we will confirm exactly what your board does before you move something live.
Related
Will I get notified when a new business signs up or submits a deal to me, or when a client uploads a document?. The full picture of what triggers a notification to you.
How do messages and notifications work inside the client portal?. What your client sees on their side when a deal moves.
How do I quickly find or filter a specific deal in my pipeline?. Find the deal you want to move without scrolling the board.
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