Primary Contact Territory Category On-boarding Status Relationship Type Deal Territory Deal Confidentiality Potential conflict Conflict Cleared Est. Revenue Deal Team Assembled Est. Revenue Mandate Signed Est. Revenue Est. Close Date Pre-Approved Est. RevenueConfirm Product Operations Status AML Checks Complete Client Received Risk Classification Account (Client) Record Opportunity (Deal) Record On-boarding Record

Legal Status Legal Documents Uploaded Credit Status Credit Received Compliance Status Compliance Documents Uploaded Onboarding Status Risk Classification Next Action Date Plan Status Plan End Date Plan Review Date On Boarding Record Account Planning Record

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