function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
CZ100CZ100 

Which object to use for "deal flow" in private equity setting

Hi there,

 

I was hoping I can get some suggestions as to the best way to track "deals" (or companies that we consider investing in).  Should this be a new object under Account or should I use Opportunities or something else all together?


THank you for your advice,

CZ

RemediosRemedios

I don't have Opportunities so I created a new object Deals and related it to Accounts