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Weekly Product Updates (Internal): October 26 – November 1
Streamlined the SaasOptics integration by removing deprecated fields and decommissioning restrictive lead source validation checks that blocked account setup.
We have streamlined the SaasOptics integration for Finance, Sales, and Ops by removing deprecated fields and decommissioning restrictive validation checks that previously blocked account setup.
- The deprecated Sales Associate field (
c_sales_associate) is no longer populated during SaasOptics profile creation, as the system now utilizes the Owner 1 and Owner 2 fields. - Fixed: Resolved an issue where unmapped HubSpot Lead Source combinations blocked SaasOptics profile creation during the account setup flow. The validation check has been removed, and the system now allows profile creation with new Lead Source values while automatically alerting the billing team in Slack.
