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https://www.dataroomready.net/stages-of-transaction-monitoring-process-flow

Dealmaking can be time-consuming and complicated particularly when relationships with buyers move through different stages. It doesn’t have to be a manual process that is inefficient Wrk’s unique platform of automation lets your team use automations to make it easier to maintain relationships while keeping the efficiency you’ve installed.

For instance, when the deal changes from Lead status to Open Deal in your pipeline You can set up an automation that triggers an additional task with the following information Name: Choose a title that is unique to this task. Write a brief description of the task that needs to be completed. Assignee: Select a user to assign the task. Due date: Select the appropriate date or duration to determine the date at which the task must be completed. Message to send Add an email address to the message or create a text box to compose the message. The message will be sent out to the person who is assigned to the task. Include a Deal token in the message to provide specific information based on the deal property.

Presenting presentations is another popular way to use automation. Dealmakers spend lots of time making and delivering these presentations that can be challenging and time-consuming. However, automation can streamline the process by allowing a computer to automatically gather data from various sources to provide a more customized and personalised overview of the business for each potential buyer. This can reduce time, improve efficiency and increase the effectiveness of your business.