Seraf Deal Flow account holders can set up their custom deal flow stages and process, create a fully customizable application form to share with prospective companies, and move deals from stage to stage seamlessly through their pipeline while tracking important information.
- How do I set up my pipeline and deal flow process?
- How do I set up my deal flow application form?
- How do I manage my deal flow pipeline?
- How do I analyze my deal flow pipeline?
- How do I view my deal flow Dashboard?
- How do I add a prospect to my deal flow pipeline?
- How do I convert a deal flow prospect into a portfolio company?
- How do I assign administrative roles to other users?
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