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Corp. Development, Family Offices, Lenders, Private Equity

[WEBINAR] Axial’s New Deal Management: Best Practices & How-To’s

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See and manage all of your inbound deal flow, at a glance, with Axial’s new Deal Management System. Watch the recording from our webinar earlier today on the new functionality we’ll be releasing later next week:

 

 

In this webinar we cover the best practices for this new interface, including:

  • The new design and improved deal management process
  • How to accurately track the status of deals through each stage of the funnel
  • How to review and take action on deals more efficiently
  • How to easily manage all of your ongoing conversations
  • Where to access historical account data

 

P.S. Catch an update from us at the very end of the recording about how you can review deals on-the-go from your mobile phone.

 

As always, if you have any concerns, questions, or feedback, please let me know at arielle.shnaidman@axial.net

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