1. Partner
   1. Referral management
      1. Emal Notificatioin
      2. Referral submission
   2. Communication <> Strike
      1. Calll
      2. Email
      3. Meeting
      4. Comment on portal
2. Client
   1. Study management
      1. Upload documents
      2. Communication with Strike
      3. Reminder
      4. Knowledge base
   2. Pre-qualifiication
      1. Typeform?
3. Marketing
   1. <> Website
      1. Lead form data
      2. Prospect/Lead web engagement
   2. Outreach
   3. Prospect Management
   4. Reporting
   5. Lead scoring
      1. Automated sequence
4. Fullfiment
   1. Pre-qualification
      1. Typeform?
   2. Collaboration with other internal functions
   3. Tax Study
      1. Document processing
      2. Task management
      3. Client communication
5. Finance
   1. Client/Partner invoice
6. Admin
   1. Review approve deals
      1. Deal desk
   2. Deal/pipeline performance tracking
   3. sales reps performance tracking
   4. Revenue tracking
   5. Data Integrity
7. Sales
   1. Prospect Management
      1. Pipeline mangagement
      2. Lead management
   2. Task management
      1. Lead assiging
      2. Scheduling
      3. Performance evaluation
   3. Outreach
      1. Email
      2. Call
      3. SMS
8. Legend
   1. Portal
   2. Portal Up Next
   3. Close
   4. Somewhere else
   5. Not happening but ideal