How do I add a prospect company to my deal flow pipeline?

Deal Flow account holders can add a prospect to their pipeline by sharing a link to their application form for the prospect to complete or by using the Add New button to add a prospect directly. Follow the below instructions for more detail:

Add a Prospect Via Application Form

  • Go to Deal Flow/Settings.
  • Copy the link to your application form.
  • Share the link with applicants by emailing it to them through your own email provider or embed a link to it within your website.
  • Ask applicant to complete the form and submit entry.
  • New entries can be found in Deal Flow/Pending Applications. After being accepted for review, your prospects can be found in your Deal Flow/Pipeline.

Add a Prospect via Direct Entry (without an application form)

  • Use the Add New button on the left sidebar to add a Prospect
  • Complete the fields and save your entry.
  • Your prospects can be found in your Deal Flow/Pipeline.

Import Prospects via Deal Flow Template

Learn how to set up your deal flow process.
Learn how to create an application form.

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