ProDeal

Learn About Some Features You Will Use Everyday On ProDeal

Start Working in your Room

This article describes how permissions and roles work together in ProDeal rooms.

Add colleagues, partners or counterparties to the Teams in the Room

Remove colleagues, partners or counterparties from a room

Use ProDeal's activity report to track the progress of your room with full visibility

How to find and access detailed room information: General Information and Custom Attributes

Circulate the Closing Checklist, Closing Binder or Room Inventory outside of ProDeal by exporting it.

Use Dashboard Filters to quickly find deals on your dashboard.

Find what you're looking for in just a few clicks

How to deactivate and hide deals from your dashboard

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company

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