1. Added Ability to Filter Leads from Financials Issues

We encourage all users to tie out their financials, but there are some scenarios where you would like to mark them as "Reconciled" or some other Sales Stage and have them no longer appear on the reports and emails. You now have the ability to filter all leads of a specific Sales Stage from the Financial Issues Reports (in menu bar) and from the Emails (go out on Tues and Thurs). To accomplish this go to Company Profile, select the Profile tab, and choose the Sales Stage to exclude in the Excluded from Issues field.