Hi Ella,
Right now, we don't automatically add an organization to the dealflow pipeline when a deal memo is created. Often, it's the other way around where a deal memo is created once a manager has the prospect at a certain stage in dealflow.
That being said, this feels like a no-brainer thing we should be doing. I'll raise this with the team, thanks for this idea!
Right now, we don't automatically add an organization to the dealflow pipeline when a deal memo is created. Often, it's the other way around where a deal memo is created once a manager has the prospect at a certain stage in dealflow.
That being said, this feels like a no-brainer thing we should be doing. I'll raise this with the team, thanks for this idea!