Suggestion for optimizing the process when setting up a new deal memo.
This is the current prompt:
This is the current prompt:
ADD NEW DEAL MEMO
When you add a new Deal Memo, everybody on your team with access to the Investments Pipeline will receive an email requesting that they add their score as well.
I may recommend that the Deal Memo be created with out notifying everyone else on the team, until the Managing Partner completes the first rating. Otherwise, the team is being notified of a memo when it is not yet populated.
I may recommend that the Deal Memo be created with out notifying everyone else on the team, until the Managing Partner completes the first rating. Otherwise, the team is being notified of a memo when it is not yet populated.