KamoCRM

A lead's loans, and correcting a loan's deal or lead

Featurekamo-internal
Shipped
October 31, 2026 at 11:44 PM UTC
Author
Kamo
Commit
e43ac2e

The lead page shows the rollup across its deals, with each deal on its own and the least advanced loan on top, never one loan as the lead's. Loans in a deal that are not on the lead, and the borrower's unlinked loans, can be linked from there. A loan's deal and lead can be corrected from the lead and from the pipeline. Nothing here reaches another loan system.

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