Create new deal
- Deal infoProject Atlas
- Connect VDROneDrive · 1,340 files
- 3DD trackerMaster columns
- 4Invite teamEmail or link
- 5ReviewConfirm setup
Configure master DD tracker
Upload your existing tracker template — Linchpin maps every buyer's request against these columns.
Linchpin-DD-Master-Tracker94 KBParsed12 columns detected · column types inferred from sample rows
Detected columns
Tap a row to edit type or options| # | Column name | Type | Options / behaviour | Required |
|---|---|---|---|---|
| 01 | Request | Long text | Multi-line, used as classification key | Yes |
| 02 | Topic | Dropdown | Financial · Legal · Commercial · HR · Tax · IT | Optional |
| 03 | Priority | Dropdown | High · Medium · Low | Yes |
| 04 | Status | Auto-classified | Open · Partial · Closed (banker workflow) | System |
| 05 | Source file | Auto-classified | VDR file path with link | System |
| 06 | Asked date | Date | Inferred from upload timestamp if blank | Optional |