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Update deal stage to NDA signed from spreadsheet

Update deal stage to NDA signed from spreadsheet

Your NDA submission rows in the intake sheet leave deal stages outdated and delay seller outreach. This moves matching deals to NDA Signed and creates a follow-up task so you can act same day.

Update deal stage to NDA signed from spreadsheet

Overview

When NDAs land in your intake sheet, deals often remain in the wrong stage and due diligence stalls. This flow advances the right deals to NDA Signed and queues a triage task so advisors can act same day and keep seller conversations on schedule.

Update deal stage to NDA signed from spreadsheet