There are a few ways to track files related to your deal flow prospects when using Seraf's Deal Flow module. There are different places for different reasons, as summarized below.
- Upload to a prospect record - Administrators and Deal Flow Advisors can upload files directly into the prospect profile page for easy access and sharing. These files will be visible to anyone with deal flow access and can be viewed from the prospect's profile page.
- Upload as part of a Note within a prospect record - All deal flow users can add a note to which they can attach files. The user can choose the visibility setting to determine who can see the note and attachments. These files can only be seen by clicking on the Notes tab within a prospect's profile page.
- Link through the deal flow application itself - If you use an application form for entries, administrators can include a field in the application form for applicants to share a link to a cloud drive. This is where applicants can store things like their pitch deck, financials, and other materials. Users can click through the application form submission to find the link and subsequently the relevant files.
Learn how to add a prospect.
Learn how to view a prospect.
Comments