How-to
Leads
A lead is an opportunity that is not a deal yet.
Where it is
Section titled “Where it is”Open Dealflow, then Leads. Promote a lead when the firm wants it on the pipeline. Until then it is not a deal.
How-to
A lead is an opportunity that is not a deal yet.
Open Dealflow, then Leads. Promote a lead when the firm wants it on the pipeline. Until then it is not a deal.