A&A DealFlow
PlannedCSV Import AvailablePlannedPlanned

Future connections start with an operating need and an honest status.

A&A DealFlow is designed to add providers behind internal interfaces, but architecture does not equal availability. Tell sales which systems matter to your workflow; the answer will use the current status, not a promise.

How future status language works

Under Review

Fit and provider access are being evaluated.

Planned

Accepted direction, not available.

Beta

Limited release with stated boundaries.

Available

Verified for the published release.

Integration principles

  • Start with the operating record and permission boundary.
  • Keep provider credentials out of the browser.
  • Normalize provider events behind internal interfaces.
  • Publish availability only after implementation and review.

Future connections start with an operating need and an honest status.