You have the option to obtain deals from various channels such as Tracxn, Funds, Personal Network, Conferences, and more. By utilizing the Deal Sources feature, you can input and manage these sources along with their relevant details.

This functionality allows you to gauge the effectiveness of different sources in generating leads.

Adding Deal sources through the Company profile page:

You can add the “Deal source” from the CRM Deal Flow page of the company profile page.

By identifying the sources that yield the best results, you can allocate more of your time and effort to them for future opportunities. When adding a source type, you also have the option to include additional information. For example, if you select "funds" as a source type, you can provide details such as the fund name and the associated contact person who referred the deal.

Filters on Sources

To streamline your workflow, you can use source filters to narrow down your view of deals based on their sources from the Deal Flow CRM page. For instance, you can choose to display only deals marked with "funds" as the source. Quick filters are available for easily applying these source filters, and you can explore additional source filters through the "All filters" menu.