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]
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
Deal Opportunity Information Inputting
🚩Navigate to [Deal Flow Process] → [View]
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
To drop or delete a deal, please select the toggle button on the top right and click [Drop] or [Delete Review History]
