Add New Deal
Add a new Deal to the Database by bulk importing or adding it manually
Bulk Import Deals
Quickly import multiple deals at once by uploading a file. Save time and effort with bulk import functionality.
keep in mind that the excel sheet should be in a specific format for bulk upload
Required Format:
- Brokerage (Required)
- First Name (Optional)
- Last Name (Optional)
- Work Phone (Optional)
- Email (Optional)
- LinkedIn URL (Optional)
- Deal Caption (Required)
- Revenue (Required, number)
- EBITDA (Required, number)
- EBITDA Margin (Required, number)
- Industry (Required)
- Source Website (Required)
- Upload (Required, "Y" or "N")
- UploadOnCRM (Required, "Yes" or "No")
- Company Location (Optional)
Infer Deal
Enter the description of a deal and use AI to generate the required format for the deal, save it to the database and then scrape it
Note:- Double check the output given by AI and save it accordingly
Add Deal Manually