We've tapped InterAction's powerful deal tracking functionality to let users manage lists and milestones, such as buyer lists, in an easy-to-use grid format. Now you can track targeted contacts and important milestones, activities and notes - all in once place. Your milestone tracking matrix is fully configurable, so you decide what milestones and fields to track. You can even track different milestones for different deal types.
Swimfish's Milestone Tracking Matrix enables users to coordinate their deals efficiently and completely, from due diligence to distribution tracking, to discovering new opportuinities. Streamline your workflow and reduce the amount of time spent managing deal milestones. Contact Swimfish today to learn how the Milestone Tracking Matrix can help your firm get even more out of InterAction.
Features of Milestone Tracking:
- View all targeted contacts, all within one screen.
- Filter contacts by their role, level of interest, and other criteria.
- Rearrange columns or hide columns so you can work with the fields you need, without scrolling. The Milestone Tracking Matrix remembers your configuration the next time you use it.
- Add Deal activities, and apply new roles to contacts, directly from the milestone tracking matrix.
- Sort by milestones, tiers and other fields.
- Easily copy contacts from one deal to another.
- Printable summation report of milestones, contact status, users responsible and more.
- Leverage InterAction’s relationship intelligence functionality by viewing other deals that a contact has already seen.
- Can be integrated with Capital IQ.
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