Deal pipeline

This is where you see all of your potential deals.

Pipeline

Contacts

This is your contact list. Combined with the Notes & Meetings and Companies, this becomes your CRM system.

Contacts

Notes & Meetings

This is where you enter all of your internal and external meetings and research etc. Leave Attendees and Companies blank if this is a research or general idea note

Notes

Companies

This is your database for companies, client and potential leads.

Companies


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The Daily Grind 2024

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