A business is your client record. A project is one funding need for that business. A deal is that project sent to one lender.
If you are only adding a client, use Create business. If the client needs funding now, use Create deal. It starts a funding request that can create the business and project for you, runs matchmaking and creates the deals, so it usually saves a step. Or ask the AI workspace to do either one for you.
Add a business
Start a funding request
Related
Creating a Deal on the Platform. Step by step through the funding request.
How do I rename a business if the name is showing incorrectly?. Fix a business record you created in a hurry.
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