Tasks by Deal
Tasks are grouped under each active deal so follow-up work stays connected to the opportunity.
Waterdown, Ontario - Edward Hong acupuncture / TCM clinic
potential seller
- Next action Confirm seller identity, intent, viewing details, and whether to send seller intake.
2022-10-06 - Missing info Buyer profile
Fill/check - Missing info NDA
Fill/check - Missing info Proof of funds / financing
Fill/check
Potential seller from BizCA Assistant - Potential seller from BizCA Assistant
potential seller
- Next action Confirm viewing/showing details and decide whether to create a new lead/deal record.
No due date - Missing info Buyer profile
Fill/check - Missing info NDA
Fill/check - Missing info Proof of funds / financing
Fill/check
QA Seller Intake Test - Edward Flow
seller profile
- Next action Review seller intake submission and uploaded documents; schedule clinic visit after Thursday.
No due date - Missing info Buyer profile
Fill/check - Missing info NDA
Fill/check - Missing info Proof of funds / financing
Fill/check
Waterdown acupuncture / TCM clinic - Edward Hong
seller profile
- Next action Review seller intake submission and uploaded documents; schedule clinic visit after Thursday.
No due date - Missing info Buyer profile
Fill/check - Missing info NDA
Fill/check - Missing info Proof of funds / financing
Fill/check
83 Whitmore Road, Woodbridge, ON - Milano Kitchen
potential seller
- Next action Confirm Thursday 11:30 cabinet factory viewing details and decide whether to create a new seller/lead record for Milano Kitchen.
No due date - Missing info Buyer profile
Fill/check - Missing info NDA
Fill/check - Missing info Proof of funds / financing
Fill/check
4150 Midland Ave, Toronto/Scarborough, ON - 4150 Midland cabinet factory
potential seller
- Next action Confirm Thursday viewing schedule: massage store at 9:00, cabinet factory #1 at 10:00, cabinet factory #2 at 11:30; decide whether to create new lead/deal records.
No due date - Missing info Buyer profile
Fill/check - Missing info NDA
Fill/check - Missing info Proof of funds / financing
Fill/check
2480 Kingston Road, Scarborough, ON - 2480 Kingston Road massage store
potential seller
- Next action Confirm viewing/showing details and decide whether to create a new lead/deal record.
No due date - Missing info Buyer profile
Fill/check - Missing info NDA
Fill/check - Missing info Proof of funds / financing
Fill/check
3850 Sheppard Ave E - Shiny Beauty Spa
offer
- Next action wait for Peter review feedback and follow up if no response
No due date - Missing info Buyer profile
Fill/check - Missing info NDA
Fill/check - Missing info Proof of funds / financing
Fill/check
379 Goderich St, Port Elgin - Tang's Kitchen
offer
- Next action follow up with buyer on reduced rent and confirm whether they want to move forward
No due date - Missing info Buyer profile
Fill/check - Missing info NDA
Fill/check - Missing info Proof of funds / financing
Fill/check
650 King St E, Unit 3A, Oshawa - Nail Tree
published sale info
- Next action Confirm seller profile, agency/listing status, and CBO/public sale info approval.
No due date - Missing info Buyer profile
Fill/check - Missing info NDA
Fill/check - Missing info Proof of funds / financing
Fill/check