Are Deal Memos and Pipelines integrated?
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Yes, the Deal Memos and Pipelines are integrated.
When a Deal Memo is created, its company is added to the Organizations Directory. From then on, the company can be managed through Pipeline.
The integration can be enabled for each Deal Memo. You need to select the desired Deal Memo and go to the Stages section. You can pick the pipeline for integration under "Active". The company will be added to that pipeline, to the selected stage.
Video tutorial with the answer: https://www.loom.com/share/5b4e0f10a4ca4d83a696cfb0dc73b510
1 reply
Yes, the Deal Memos and Pipelines are integrated.
When a Deal Memo is created, its company is added to the Organizations Directory. From then on, the company can be managed through Pipeline.
The integration can be enabled for each Deal Memo. You need to select the desired Deal Memo and go to the Stages section. You can pick the pipeline for integration under "Active". The company will be added to that pipeline, to the selected stage.
Video tutorial with the answer: https://www.loom.com/share/5b4e0f10a4ca4d83a696cfb0dc73b510
When a Deal Memo is created, its company is added to the Organizations Directory. From then on, the company can be managed through Pipeline.
The integration can be enabled for each Deal Memo. You need to select the desired Deal Memo and go to the Stages section. You can pick the pipeline for integration under "Active". The company will be added to that pipeline, to the selected stage.
Video tutorial with the answer: https://www.loom.com/share/5b4e0f10a4ca4d83a696cfb0dc73b510
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