Brokered Deals

Referred/brokered deals — they land directly in the clean layer (lead_source = Brokered). They skip staging.

Import CSV

Company *	Website	Deal	Stage	Review Date	Owner First Name	Owner Last Name	Owner Email	Owner Phone	Owner Job Title	Sub-sub-ind.	Sub-industry	Industry	Country/Region	State	Revenue	EBITDA	Owner LinkedIn	Relevant intermediary(ies)

CSV: headers use field names (company_name, website_url, email…). Possible duplicates within the clean layer are flagged. Pick a sub-sub-industry and its sub-industry + industry fill in automatically.

Brokered deals

Company	Deal	Contact	Email	Stage	Relevant intermediary(ies)	Owner	Review Date	Created
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