Videos & Product Tours

Tutorials and webinars made for anyone from beginners to advanced users

Ian Group avatar Hannah Cooper avatar Aleksandar Lazarevic avatar
18 articles in this collection
Written by Ian Group, Hannah Cooper, and Aleksandar Lazarevic
Fundamentals

ProDeal Fundamentals: Getting Started

Learn the basics in under 5 minutes!
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Written by Hannah Cooper
Updated over a week ago

ProDeal Fundamentals: Extended Walkthrough

A deeper dive into ProDeal's functionality
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Written by Ian Group
Updated over a week ago

ProDeal Fundamentals: New Host Onboarding

Did you just purchase a ProDeal license? Get started here!
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Written by Hannah Cooper
Updated over a week ago

How to Use Document Watermark

Learn how to add watermarks to your documents on ProDeal!
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Written by Hannah Cooper
Updated over a week ago

ProDeal Features: Closing Binder

Learn how to export the Closing Binder in 2 clicks directly from ProDeal.
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Written by Aleksandar Lazarevic
Updated over a week ago

ProDeal Features: Room Cloning

How to clone an existing room to speed up your new deal kick-off
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Written by Aleksandar Lazarevic
Updated over a week ago

ProDeal Features: Room Details

How to set and access Room Details, add custom information to your rooms (contacts, addresses, amounts or anything else you want to track).
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Written by Aleksandar Lazarevic
Updated over a week ago

ProDeal Features: Secure Link sharing

Video on how to share secure links to your checklist items
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Written by Aleksandar Lazarevic
Updated over a week ago

ProDeal Features: Notes

How to create Notes and keep your colleagues and partners up-to-date on your Checklist items.
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Written by Aleksandar Lazarevic
Updated over a week ago

ProDeal Features: Creating and using Private Rooms

Short video tutorial on how to start using Private Rooms on ProDeal.
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Written by Aleksandar Lazarevic
Updated over a week ago