ProDeal

Find documents in your room uploaded during a specific date range

Filter by Upload Date

Create to-do lists and email updates from your checklist in seconds

Copy as Text

Learn how to find unread documents in your ProDeal room

How to find unread documents in your ProDeal room

Use statuses tailored to fit your organization's needs.

Set Custom Status to Items

Change the status of multiple items on your checklist in seconds!

Bulk Action - Change Status

Configure your room and move checklist items with simple drag and drop

Moving items on your Checklist

ProDeal Rooms are fully configurable.  You can add or delete items, rename and rearrange them.

Customize Your Checklist

Share direct links to your checklist items using ProDeal Secure link.

How to share links to Checklist items

Add a Line Item and Folder

How Do I Arrange Line Items

Use notes to communicate with your colleagues or partners over specific items

Write a New Note

Learn how to download single items or items in bulk.

Download files or folders

Assign responsibility to multiple items at once.

Bulk Action - Assign Responsibility

Add an additional custom column to your checklist

Custom Column

Bulk Action - Set Access

Close a Line Item to keep track of completed items.

Close a Line Item

Edit a Line Item Name, set a Due Date and assign Responsibility

Edit Line Item Settings

Customize your checklist by using filter options.

Checklist Filters

Use the Dashboard Search Bar to quickly find your desired deal.

Dashboard Search Bar

Customize your Checklist to display the information that is the most relevant to you!

How to Use Column Switchers

Find your Progress Bar to see how far along you are on your deal

Progress Bars on ProDeal

An explanation of the buttons that appear on your ProDeal Checklist

A Guide to Buttons on Your Checklist Page

Set a Due Date for items in your Checklist.

How to Use Due Dates on ProDeal

Vincent Alfieri

Ian Group

Checklist

ProDeal Login

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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