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Transaction team (Create transaction (Transaction comes with predefined…
Transaction team
Create transaction
Transaction comes with predefined roles
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Assign CRM records to Roles
Assign task to CRM record
HAS AVENU ACCOUNT
ALREADY CONNECTED IN AVENU
DOESN'T HAVE AVENU ACCOUNT
HAS E-MAIL IN CRM
SEND INVITE TO CONNECT
INVITE PENDING
INVITE ACCEPTED/CONNECTED
DOESN'T HAVE E-MAIL IN CRM
INPUT E-MAIL
CRM RECORD: Connection status card
Connected in Avenu
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Not Connected in Avenu
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Has e-mail in crm
Send invite
Doesn't have e-mail in crm
input e-mail
Pending connection
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Connection accepted