Seller representation · Deal …

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Overall

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Process

Four stages, in order. Due diligence runs throughout the process.

Skeleton v0.9.11 · live data via the pipeline proxy (GET /pipeline?deal=…, Google-SSO gated) · each task ~ one Process_Task__c record, each arrow ~ one Task_Dependency__c.
Status, assignee, sub-task, and add-task edits save to Salesforce (PATCH/POST /pipeline). A secured deal with no tasks shows the template generator: pick a server-stored, editable template and a target launch date, and every task is reverse-scheduled from its lead-time in days. Append ?deal=<id> to view a different deal. · Edit templates

Transaction Pipeline

Couldn’t load the pipeline

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Process