Deal Flow
Run and review deals and owned leads in OL Edge CRM with stages, forecast, owner views, contact roles, and personal follow-up workspaces.
Deal Flow helps sales teams manage active pipeline work inside OL Edge CRM.
Sales users can work opportunities by stage, forecast, owner, and contact role, and can use personal views for the records they own. Owned leads are available from My Space so sales users can focus on lead follow-up before conversion, with the same ownership concept available to MCP lead reads.