Hi, I have a small team of mortgage brokers. At any 1 point in time we have around 100-300 files on track. Is there the ability to use Confluence to be able to see and track each of these deals.
Let me explain further:
Each deal will have several aspects to it. It will require about 10 stages. From each of these, there will often be notes accordingly that will be attached whether this be entering the information in, or this is attached as a document.
How do I create either a template or a system in which I am able to use this to my advantage and implement this into my workplace.