Videos & Product Tours

Tutorials and webinars made for anyone from beginners to advanced users

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17 articles in this collection
Written by Ian Group
Fundamentals

ProDeal Fundamentals: Getting Started

Learn the basics in under 5 minutes!
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Written by Ian Group
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 Ian Group
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 Ian Group
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 Ian Group
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 Ian Group
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 Ian Group
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 Ian Group
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 Ian Group
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 Ian Group
Updated over a week ago