Deal Flow
Track deals with stages, forecast, owner, and contact roles you can add from the deal or from the contact, even when the accounts differ.
Deal Flow is the OL Edge CRM pipeline. Each deal belongs to an account, moves through a configurable stage model, and carries forecast, owner, lost reason, and extra fields. A contact can be a role on the deal even when that contact's account is not the account on the deal. An inbound signal can be attached to an account before it is qualified, and qualify stays unavailable until that account is set.