Southern Home Services
SHS
Corporate Development CRM
Confidential · Internal use only
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Southern Home Services
Corporate Development CRM
Saved Local only
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Pipeline Funnel (by Revenue)
Bar length = aggregate Revenue · count of targets at right
Pipeline by Geography
Sourcing Mix (CY )
MTD Sourcing Activity
Pipeline Highlight
All active deals ranked by advancement (Due Diligence first → Intro Call last).
Data · Backup and Restore
Your CRM data lives in this browser. Back it up as JSON regularly and restore from a backup if you switch machines or clear browser data.
Deal
Import Deals from CSV
Review the column mapping, adjust any that look wrong, then import.
Import Brokers from CSV
Review the column mapping, adjust any that look wrong, then import.