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Learn a simple ProDeal workflow to manage your deals

Ian Group avatar
Written by Ian Group
Updated over a week ago

Follow these steps to using ProDeal for general deal management:

  1. All parties will upload and download documents to and from folders on ProDeal instead of emailing them.

  2. All parties will communicate reply-all style comments using the Line Item notes.

  3. Once documents are final, your deal host will close the Line Items to indicate completion.

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