The Summary page is where you can view and edit the basic attributes of a deal. In addition, from this page you will be able to edit who has access to the deal, and access other key data such as the deal's Status Updates, Deal Considerations, and more.
Understanding the Deal Summary page
When you select a deal, you will automatically be taken to the Deal Summary page. Below is a breakdown of its various sections:
Page Header and Toolbar
About Sidebar
Deal Attributes
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This page contains the high-level details of a deal. These details are broken down into the following boxes: Property Details, Market Details, Transaction Details, Production Details, and About.
In addition to these boxes, there are several other parts to the Deal Summary page. The Map box will show you the location of the property, if it is listed. The Status Updates section will show you the most recent status update and allow you to see previous status updates. The Deal Considerations section provides more information on the Deal Background, Investment Vision, Key Risks, and Deal Merits. Lastly, the Financial Analysis section will allow you to pin relevent financial metrics to the Deal Summary page.
Members with the necessary permissions will be able to edit details directly from the Deal Summary page.
Editing a deal
Edit Details
The Edit Details button will allow you to change most details in the Property Details, Market Details, Transaction Details, Production Details, and About sections.
To edit details:
- Click Edit Details in the top right corner
- Change details
- Click Save Changes
Change Location
One of the details that cannot be updated with the Edit Details button is the property location.
To change location:
- Select Change Location in the Property Details box
- Enter a new address or coordinates
- Click Save
Change a Deal Name
To change the deal name:
- Click on the down arrow between the deal name and the Share button
- Select Edit Deal Details
- Change the deal name
- Click Save
Access Control for Deals
Status Updates
The most recent status update can be seen in the top right corner of the Deal Summary page. Click on the status update to see the complete details. To comment on the status update, click on the message icon in the bottom right of the status update box. To see all status updates, click View All Status Updates.
Creating a status update
To create a new status update:
- Click New Status Update in the top right corner
- Enter a title for the status update
- Select a deal status from the dropdown menu
- Provide a summary of the status update
- Enter any extra details
- Click Create Status Update
Editing a status update
Content
Deal Considerations
Creating a Key Risk
Editing a Key Risk
Creating a Deal Merit
Editing a Deal Merit
Pinned Metrics
Archiving a Deal
?? This part could probably use some sort of explanation. What happens to a deal when it's archived? Where can you find archived deals? At what point do you archive a deal?
To archive a deal:
- Click on the down arrow between the deal name and the Share button
- Select Archive this deal