DOCUMENTATION
Deals
Run your pipeline: stages, outcomes, deal files and everything attached to a deal.
- Creating a deal and using the pipeline boardCreate a deal from the Deals page, read the board tiles and cards, find deals with the board switcher, search and Filters, and work in the Table view.
- Pipeline stages and stage outcomesSet up the stages in your deal pipeline, give each one an outcome, and see what happens to a deal when it moves to a settled or inactive stage.
- Working in a deal fileCreate a deal, open it from the board, find your way around its tabs and side panel, then assign it, move its stage and close it with an outcome.
- Adding notes to deals and contactsAdd, edit and delete notes on a deal or a contact in Lend1, and see who on your team can read them, who is notified and who never sees them.