Workflow

This functionality is specifically for SRI

In the Workflow panel, you can track various due diligence activities mapped to different stages of the deal. The details included are:

• Deal Stage: Includes stages from prospect to commitment through which a deal passes.
• Activities: Includes corresponding activities against each deal stage.
• Folder: Upload documents against each of the activities and access them from linked folders.
• M/O: M stands for mandatory and O stands for Optional. Unless a mandatory activity is marked as complete, the system doesn't allow the user to progress to the next stage. Based on the completion of activities, the deal can move from one stage to the next stage. 
• Completed: Indicates if an activity is completed. Mark the activity complete using  Edit () button under the Action column. Once an activity is marked completed, it cannot be edited.
• Notes: Capture notes against each activity. Click on Edit ()  button to enter notes.
• Date: Displays the date on which the activity was marked completed.
• By: Displays the user's name that made the changes.