Tracxn Technologies Ltd

<a href="https://tracxn.com/a/s/crm/t/settings/t/autoaddnewdeals#%7CcrmStageType%3DActive%2520-%2520Deal%2520Pipeline%7CqueryStatus%3Denabled" rel="nofollow noopener noreferrer" target="_blank">Auto-add new deal</a> allows you to define a mandate using a query (Tracxn companies URL).

Once a query is processed, any new company that matches the query in the future will be added to your Deal Flow CRM.

Query is a Tracxn URL that has a list of companies with/ without filters applied. 

<a href="https://tracxn.com/a/s/query/t/companiescovered/t/all/card?h=201aac21ee2e4c257a40698c88e932793915885ee0f7e70b8fa0db0cae18852b&amp;s=sort%3Drelevance%7Corder%3DDEFAULT" rel="nofollow noopener noreferrer" target="_blank">Sample query</a>: Filter companies by feed (Fintech), company stage (Unfunded), and location(United States).

<b>Here's how auto-add new deals work</b>

Once a query is saved, any company that matches the query in the future will automatically be added to your Deal flow CRM.<br>E.g: If your mandate is Seed funded companies founded in the US and in the Fintech sector, any company that matches this mandate will be automatically added to your CRM.

You can choose the stage, assignees, teams, and sources to which the newly added deals should be tagged to.

This helps you stay on top of your mandate. You will never miss a company that matches your investment criteria.

- Once a query is saved, any company that matches the query in the future will automatically be added to your Deal flow CRM.<br>E.g: If your mandate is Seed funded companies founded in the US and in the Fintech sector, any company that matches this mandate will be automatically added to your CRM.
- You can choose the stage, assignees, teams, and sources to which the newly added deals should be tagged to.
- This helps you stay on top of your mandate. You will never miss a company that matches your investment criteria.