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All CollectionsCRMEmail alerts on the Deal Flow CRM
What is MIS? How can I set MIS? (Deal Flow CRM)
What is MIS? How can I set MIS? (Deal Flow CRM)
MyAnalyst avatar
Written by MyAnalyst
Updated over a week ago

With Management Information System (MIS) emails, you will receive the summary of all Deal Flow CRM activities by your team members directly into your mail box thereby ensuring you would never miss an update in your deal management

Setting up and managing MIS on Activities

You can set up MIS to arrive in your inbox on a daily, weekly or monthly basis. If needed, you can set a custom frequency as well.

You can also configure MIS on specific teams, team members and stages.

Note: You can modify/ stop MIS mails any time from My MIS tab

What information does an MIS email have?

Your MIS email contains the details of CRM activity. You will receive the information about:

  • New companies added to your CRM

  • New companies assigned to you

  • Notes and documents added to the deals in your CRM

  • Stage movements in your CRM

You can check out the sample email here:

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