Deal Flow Management
- How to Use Seraf's Deal Flow Management
- How do I set up my pipeline and deal flow process?
- How do I set up my deal flow application form?
- How do I assign admin access to Deal Flow?
- What is a Prospect?
- How do I add a prospect company to my deal flow pipeline?
- How do I import prospects into my deal flow pipeline?
- How do I view application submissions?
- How do I add Notes or Comments about a prospect company in my deal flow pipeline?
- How do I view and export all my deal flow application data (raw data)?
- How do I manage my deal flow pipeline?
- How do I analyze my deal flow pipeline?
- How do I view my deal flow dashboard and what's on it?
- How do I record prospect outcomes?
- How do I track prospects that were passed on?
- How do I convert a deal flow prospect into a portfolio company?
- How do I edit my deal flow pipeline and process?
- How do I get prospects to show up in my "ACTIVE" pipeline?
- How do I edit a deal flow application form?
- How do I archive a deal flow application form?
- Tips for customizing your deal flow process and application form