What is a Deal?

A Deal is a collection of the following data points to take an interested party through a merchant cash advance process: 

1. Contact information (Person and/or Company)
2. Custom statuses and notes related to the Deal 
3. Tasks related to the Deal 
4. Correspondences with the Contacts related to the Deal  
5. Assignment and security permission     
6. Additional Company and Personal Details (i.e., financial information) 
7. Submissions to Funders
8. Funding Terms

When a Deal is created in MCA Suite, the Deal can be either placed in the: 

1. "Leads" Stage or 
2. "Applications" Stage 

Data collected are stored with the Deal across all the stages.

Refer What are Deal Stages article for more details.