video1.0<iframe src="https://www.loom.com/embed/83e585bcf71747659ff02ecca4a3908e" frameborder="0" width="3402" height="2551" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>25513402Loomhttps://www.loom.com25513402https://cdn.loom.com/sessions/thumbnails/83e585bcf71747659ff02ecca4a3908e-45f90baa16d96650.gif470.19In this Loom, I walk through how StartX CRM helps you manage business opportunities at both the company level and the deal level. From a LinkedIn company page, I can add a company as a client, set statuses, identify the right leader, and enroll them in a campaign like an automated BD email with to do tasks. I also show how I create and track deals, move them across stages like negotiation to lost, and capture loss reasons. As deals progress, similar searches can surface past work, and searches can be linked to deals to track the end to end cycle. I do not request any action from viewers in this video.