CRM Speech

Question 1

1- Intro Dashboard

Answer 1

Dashboards is a synthesis of everything you’ve done on the platform. Unlimited, everything can be customized. It’s just an output on what you did on the platform.
For example you can add :
Dashboards for the mandate
Prospection mandate
Pitched mandates etc.

Unlimited possibilities but for example you can :
forecast what you gonna close this year, next year
What’s happening in different sectors
Monitor activity by size etc.
This is completely customizable.

Question 2

1- Intro Dealflow

Answer 2

Where you will have access to all your pitch and all your mandates
It’s very user friendly, with excel view, you can access the columns, filter, move the columns
You have 2 kind of views :
Table view
Timeline view: very useful for weekly reports, to discuss together during monday meetings…

Question 3

1- Intro contacts

Answer 3

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Question 4

1- Intro Activity

Answer 4

Where you will find all your notes anand all your meeting reports from your team and the future to do you must do from your activity