Log any new activity/entry—add a note to the team, attached the redline/file (if any), select the type of status update, and click “Add to Workflow Below”.
Select Type of Update
Note / Update
Drag and Drop File (if any)
Select Type of Update
Note / Update
Drag and Drop File (if any)
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Workflow Trail
Latest Activity
Status
Description / Notes
File attachment
Deal Name
Latest Activity
Status
Description / Notes
File attachment
Deal Name
There are no rows in this table
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