Handling of organizations as potential LPs is very week.
You really need a separate workflow or at least email templates.
You need to organize information by Organization and show emails that go to different people in the organization together.
Current model really only works for a single person family office.
You really need a separate workflow or at least email templates.
You need to organize information by Organization and show emails that go to different people in the organization together.
Current model really only works for a single person family office.