Objects and fields
New record types with the fields you described.
Type what your team needs in a sentence. Cortex Builder creates the objects, fields, formulas and approval steps, and adds the tool to your workspace.
What Cortex builds lives on the same records as the rest of Limnn, so a referral partner can link to the accounts and deals you already have.
New record types with the fields you described.
Connections to accounts, contacts and deals you already have.
An approval step where your description calls for one.
Your existing roles apply, and changes are in the audit log.
Try Cortex Builder in the 30-day free trial, or book a demo to see one built.