2. Deal CRM - Deal Flow Management
Table Customization + Attribute Setting
🚩Navigate to [Deal Flow Process]
Completely customize and configure your table CRM settings to fit your investment opportunity tracking needs
To add a new [Attribute]
Navigate to [Manage Attributes] or select the [+] sign on the right hand side of the table
Select the data type you would like to track
Text, Number, Currency, Date, Select, and Multi Select
Select → Create options for one selection
Multi Select → Create options for various selections
Manage attribute and column settings via [Manage Attributes]
![](https://framerusercontent.com/images/Nvca9pOsb3EHXSOfpQIfBfqoE0.png)
![](https://framerusercontent.com/images/wylyxX4DvKAOKnMFzvijLzrREhY.png)
Managing Deal Flow Stage Settings
🚩Navigate to [Deal Flow Process] → [Manage]
Customize deal flow stages by adding or delete deal flow stages
Mark required items per deal flow stage
![](https://framerusercontent.com/images/SMxFcsUSvFdSfa15lMJHRqWlE.png)
![](https://framerusercontent.com/images/CD4PaLO8pkVxUfts3OBlfaYRZM.png)
Deal Opportunity Information Inputting
🚩Navigate to [Deal Flow Process] → [View]
![](https://framerusercontent.com/images/06OFTWuHhzPTRvXMEHpQkP5Y.png)
Select [Edit] and [+] to file necessary information and files pertaining to the deal opportunity
To move on to the next deal process stage, please select the next stage button on the top right
![](https://framerusercontent.com/images/6P3CE7DYiPPqhSElyYEpA6YN8VQ.png)
To drop or delete a deal, please select the toggle button on the top right and click [Drop] or [Delete Review History]
![](https://framerusercontent.com/images/4KEG7Z12hXnA7UcI8tZNXzzIiw.png)