Deals

Deals represent active financing opportunities or transactions moving through our pipeline.

What you’ll use it for:

• Tracking deal progress through defined stages

• Updating deal details such as amount, status, and close date

• Associating contacts and companies to a deal

• Viewing timelines, notes, and activity related to the opportunity

Why it matters:
Deals help us understand what’s in progress, what’s closing soon, and where follow-ups are needed to move opportunities forward.