Overview
The Deal Flow CRM is tightly integrated with the Tracxn database, allowing you to create a deal from anywhere on the Tracxn platform. You can also create a deal within the CRM pipeline, that are not linked to any entity in the Tracxn database.
Associated Entities
In the Deal Flow CRM, companies, people, legal entities, and custom links are collectively referred to as associated entities. These associated entities can be linked to deals to help you capture all relevant information related to an opportunity or initiative in one place.
A single deal can have multiple associated entities linked to it.
Adding Associated Entities
Adding an associated entity from the Tracxn platform, creates a deal with the same name in the CRM pipeline. You can add an associated entity to the Deal Flow CRM in the following ways:
From within a Deal
From associated entity detail pages
From Tracxn list pages
More details given below.
Default Stage
When a new deal is created, it is automatically added to the default stage of your pipeline. You can update the stage later based on your workflow.
More details given below.
Adding Associated Entities
1. Within the CRM
A Company, Legal Entity, Person or Custom Link can be added to a deal in the CRM pipeline by clicking on the 'Add Associated Entities'/'Add Entities' button from the Deal Detail page, and selecting the entity you want to add. You can add multiple entities to the same deal.
2. From associated entity detail pages
Within the detail page, an entity can be added from:
2.1 Hero Banner
2.2 My Activities Section
2.1. Hero Banner
An Associated Entity can also be added by visiting the company, person, or legal entity detail page. Click the "Add to CRM" button in the hero banner and choose "Add to CRM (new)".
2.2. My Activities Section
Alternatively, Click the "Add to CRM" button in the "Deal Flow CRM" section in the My Activities tab.
3. From Tracxn list pages
An Associated Entity can be directly added to the CRM pipeline from the list pages on the Tracxn platform. Browse a list of companies, people, or legal entities; click the 3-dot menu in the table view and select "Add to Deal Flow CRM"
Default Stage
Associated entities added from list pages or detail pages are automatically linked to the default deal entry stage.
You can configure the default entry stage in the Deal Flow CRM by opening the Stage Actions menu for the desired stage and selecting Set as Default Entry Stage.
Once added, associated entities can be linked to deals and enriched with labels, notes, attachments, and checklists to help you manage your workflow efficiently.