Workflow Manager

This page provides a visual display of this deal’s progress, plus it lists the steps that have been done and are yet to be done.

Reach this page

Hover over the Deal tab and click the Workflow Manager subtab.

Use this page

1. The top section gives a quick summary of the deal phase and next step.

2. Here is a graphical display of which steps have been completed. This deal has a long ways to go.

3. Individual steps are listed lower on the page.