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CRM

Set-up your Deal Flow CRM

Introduction to the Deal Flow CRM

How do I configure Deal Flow stages?

How do I add companies to the Deal Flow CRM?

How can I import data from my current CRM to the Tracxn Deal Flow CRM?

What are Stage Types and Display views in Deal Flow CRM?

What is auto-add new deals?

Pricing details of the Deal Flow CRM (It's free!)

Manage Deals in Deal Flow CRM

Pipeline View (Deal Flow CRM)

Table View (Deal Flow CRM)

How can I add a new stage/ stage group? (Deal Flow CRM)

Update Deals Stages (Deal Flow CRM)

Assignees (Deal Flow CRM)

Sources (Deal Flow CRM)

Tasks (Deal Flow CRM)

Notes & Documents (Deal Flow CRM)

Due Diligence Documents (Deal Flow CRM)

Teams (Deal Flow CRM)

Bulk Actions - Update/ remove deals in bulk (Deal Flow CRM)

View activities by your team (Deal Flow CRM)

Activity logs (Deal Flow CRM)

Activity trends (Deal Flow CRM)

Email alerts on the Deal Flow CRM

What are alerts? How can I set alerts? (Deal Flow CRM)

What is MIS? How can I set MIS? (Deal Flow CRM)

Exporting the Deal Flow CRM data

Downloading your Deal Flow CRM data to Excel

Is there any charge associated with Deal Flow CRM exports?

How can I download company data along with my Deal Flow CRM export?

User Access and Data privacy (Deal Flow CRM)

Who all have access to my Deal Flow CRM?

Is my Deal Flow CRM data private? Will Tracxn be using our CRM data in any way?