PM Updates

4-3-2025

MESA

Simple has created an Emergency Savings Fund Program to help with emergencies, especially regarding healthcare.

Sign Up to MESA Sign Up to FPU

HMO

We are still pursuing a group HMO for those that are interested.

Bitrix Call Recording Fields

Has been changed to Links. Upload the call recording to the Deal's Project Folder then get the link to it to add to these fields.

This is to ensure that these recordings are not lost when Bitrix decides to act up as we've experienced missing Call Recordings which have bene previously uploaded directly to Bitrix.