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v2.5.0New Features

Team Collaboration & Role-Based Access Control

MarketrixAI now supports multi-team workspaces with granular RBAC, deal ownership, and shared views, built for sales orgs with 10+ reps.

New4 changes
  • NewRole-based access control: Admin, Manager, Rep, and Read-only roles with field-level permission overrides
  • NewDeal ownership and visibility: deals can be private, team-visible, or workspace-visible
  • NewShared views: save and share filtered pipeline views, contact lists, and report configurations with teammates
  • NewActivity feed: a unified workspace-level feed showing all deal updates, notes, and calls across the team
Improved1 change
  • ImprovedMentions in notes (@name) now trigger in-app and email notifications for the mentioned user
Fixed1 change
  • FixedFixed deal assignment not sending notification email when assigned from the bulk action menu

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