Who works a deal, on the pipeline card and in the stream canvas

Shipped

November 1, 2026 at 5:33 AM UTC

Author

Kamo

Commit

d7431da

The loan officer's assign flow now serves every deal role: one picker, one call, one set of rules. Each deal shows who works it, a person or an SI, and a role the server adds appears by itself. A loan milestone stream can assign a role on the deal. The Automation tab gains the new switches.