Workflow
In the Workflow panel, you can track various due diligence activities mapped to different stages of the deal. The details included are:
- Deal Stage: Includes stages from prospect to commitment through which a deal passes.
- Activities: Includes corresponding activities against each deal stage.
- Completed: Indicates if an activity is completed.
- Notes: Capture notes against each activity.
- Date: Displays the date on which the activity was marked completed.
- By: Displays the user's name that made the changes.
