I am a mortgage broker and I would like to create files for each of my “deals”. Within this file I would be able to enter names of companies (lenders) I have submitted the borrow to, and follow up notes.These would be seperate from contacts or companies. Suggestions?
Have you looked at using Opportunities?
I will admit that Opportunities are something I haven’t worked with much myself but it seems like they may be what you need.
There’s more information here: https://classic-infusionsoft.knowledgeowl.com/help/create-and-manage-opportunities