How rooms are organized
ProDeal rooms are organized like checklists in the following format
Headings (These are the sections of your checklist. Example: "Due Diligence")
Line Items (these are usually deliverables. Example: Title Report, Survey, Appraisal)
Subfolders
Files can be uploaded into any of the folders on ProDeal (although files are typically uploaded into Line Items).
Create and Edit Headings
To add and rename a heading
Click the Create Heading button in the top right corner.
Rename a heading by clicking the Actions Menu and selecting Rename, or by hovering your mouse over the heading and clicking the pencil icon.
Related Articles
Create and Edit Line Items
To add and edit a line item:
Click the Actions Menu on the far right side of any heading to add a New Line Item.
Type in the name of your new Line Item(s) in the pop-up window.
Give Access to the correct Teams and then click Save Changes.
Rename a line item by opening the Actions menu for that line item and choosing Rename or by hovering your mouse cursor over the heading and click the pencil icon.
Related Articles
Create and Edit Folders
To add and rename a Folder:
Click the Actions Menu on the far right side of any line item to add a Folder.
Type in the name of your new Folder(s) in the pop-up window.
Give Access to the correct Teams and then click Save Changes.
Rename a folder by opening the Actions menu for that folder and choose Rename or by hovering your mouse cursor over the heading and click the pencil icon.
Copy and paste to Bulk add folders
When adding new headings, line items, or subfolders, you can copy a list of items from a Word Document or Spreadsheet. Just paste those items into a single text box like the following:
Upon pasting your copied items into the text box, ProDeal will automatically parse them out into separate Headings, Line Items or Subfolders.
Related Articles
💡 After you've created the room and customized the checklist, add teams and team members who need to work in the room with you. Learn more about how to create teams and add users.