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.

Room Permissions in Prodeal

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

Add a User

Remove colleagues, partners or counterparties from a room

Remove a User

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

Activity Report

Edit Room Settings

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

Room Details

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

Export data from Prodeal

How to Use Workspaces on Prodeal

Use Dashboard Filters to quickly find deals on your dashboard.

Dashboard Filters

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

Checklist Search bar

How to deactivate deals from your dashboard

Room Deactivation

Ian Group

Vincent Alfieri

Rooms

ProDeal Login

Find answers and get help from Intercom Support and Community Experts

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