Deal Flow
Run deals in OL Edge CRM with stages, forecast, owner, and contact roles that can be added from the deal or from the contact.
Deal Flow is the OL Edge CRM pipeline. Each deal belongs to an account, moves through a configurable stage model, and carries forecast, owner, lost reason, and extra fields. A contact can be a role on the deal even when that contact's account is not the account on the deal. An inbound signal can be attached to an account before it is qualified, and qualify stays unavailable until that account is set.