Is it possible to use Pipedrive for investment brokerage?

Mark O'Sullivan
Mark O'Sullivan Member Posts: 1
edited 1:12PM in Workflow Automation #1

The process is much the same as real estate. The main thing is for me to be able to assign interested investors to a deal, although I haven't found a straightforward way to do it. Ideally, I would match several investors with a suitable deal, based on the investors' preferences and the deal features (value, type of company, etc.). Thanks for any advice offered :) 


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