# 2. Deal CRM - Deal Flow Management

## Table Customization + Attribute Setting

🚩 **Navigate to [Deal Flow Process]**

- Completely customize and configure your table CRM settings to fit your investment opportunity tracking needs

- To add a new **[Attribute]**

1. Navigate to **[Manage Attributes]** or select the **[+]** sign on the right hand side of the table
  2. Select the data type you would like to track
     - Text, Number, Currency, Date, Select, and Multi Select
       - Select → Create options for one selection
       - Multi Select → Create options for various selections
  3. Manage attribute and column settings via **[Manage Attributes]**

## Managing Deal Flow Stage Settings

**🚩 Navigate to [Deal Flow Process] → [Manage]**

- Customize deal flow stages by adding or deleting deal flow stages

- Mark required items per deal flow stage

## Deal Opportunity Information Inputting

**🚩 Navigate to [Deal Flow Process] → [View]**

- Select **[Edit]** and **[+]** to file necessary information and files pertaining to the deal opportunity

- To move on to the next deal process stage, please select the next stage button on the top right

To drop or delete a deal, please select the toggle button on the top right and click **[Drop]** or **[Delete Review History]**