Deal Board

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Searches Wealthbox contacts (synced nightly). Pick one to put them on this deal's board.

Ring

Pipeline report

Version Internal
Everything: contacts, warmth, ring, amounts, next steps, latest note, 506(b) status. Client-facing
Investor names by stage only. No notes, contacts, warmth or internal flags.

Show amounts in the client-facing version Only the stages currently shown on the board