![]() ![]() ![]() If sourcing deals through intermediaries is part of your business development strategy, it’s likely you receive emails with teasers of CIMs, and that some of these might enter your pipeline. ![]() In working with over 700 clients we’ve developed some best practices to help you manage your pipeline, while minimizing the amount of input needed. Many firms are also leveraging DealCloud’s Outlook Add In to help manage their pipelines. ![]() One of the most widely used features of DealCloud is the ability to easily track emails, calendar events, and file attachments from your inbox into the platform using our Add In for Microsoft Outlook. ![]()
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