Deal Flow CRM view helps you identify the companies that match the sourcing mandate and have been added to your Deal Flow CRM. You can use this view to quickly add new companies to your Deal Flow CRM.
You can follow these steps to open the Deal Flow CRM view:
Click on the desired dashboard from My Sourcing Boards
Click on the "Deal Flow CRM View" tab, where you can view the companies under the "Not added to Deal Flow CRM" and "Added to Deal Flow CRM" tabs.
In the "Added to Deal Flow CRM" tab, you can view the companies in the CRM that have matched your board
You can add prospective companies to Deal Flow CRM from the "Not added to Deal Flow CRM" tab by clicking on the CRM option.
You will get a pop-up notification once the selected company is successfully added to Deal Flow CRM that you have set up.