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Create CRM deal and shared deal folder from record

Create CRM deal and shared deal folder from record

Your sourcing records live only in your database, leaving deals untracked and slowing qualification. It creates a CRM deal and shared folder so your investment team can start diligence same day.

Create CRM deal and shared deal folder from record

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Overview

Intake that skips CRM entry fragments deal context and delays diligence; this flow captures every sourced opportunity as a tracked deal with an associated document folder. That means your investment and deal teams have central records and can start due diligence the same day.

Create CRM deal and shared deal folder from record