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Status In Review
Categories Salesforce
Created by Rose Leeson
Created on Aug 5, 2025

Engagement stages linked to Salesforce status

Current updates are focusing on Pursuit and Delivery stages for workspaces, is there a way for the Salesforce Integration to determine the status or for the status' to link

  • Admin
    Kelly Hughes
    Aug 26, 2026

    Thank you for this submission, Rose. We will look into this as we look at evolving status management for the engagements and increased Salesforce integration. We don't have a timeline for you on this at the moment but will reach out should we have additional questions.