Setting Up Your Dealflow — Once you send an email, the brand card automatically moves into Dealflow. Once you begin sending emails en massé, this tool helps you keep track of your different conversations and each stage of the Dealflow.
Organizing Your Brand Match Cards
Stage: You can drag and drop each card into one of the different stages (sent, replied, deal completed, deal not completed, archive).
- By clicking into each card, you can change the stage from a drop down menu.
Tag: More specific labels within each stage (i.e. Under “Replied” label as “In Negotiation”)
Action History: View a ledger of each interaction with the brand to keep track of your conversations.
Single Inbox (Coming Soon)
Using Your Inbox, Coming Soon!
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🤔 FAQ
- Do cards move between sections automatically?
- Can you move multiple cards at once?
- Can I make my own Dealflow sections?
- Is there a limit to how many cards I can have in my deal flow?
- Can I upload my own deals into this section?
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