Tracxn Technologies Ltd

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!)

Set-up your 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)

Manage Deals in Deal Flow CRM

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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