Tip #1
Deal statuses automatically stay in sync with offer statuses, but only if you select an offer!
When offers come in for a deal, make sure to select at least one offer.
From there, you can update either the deal status or offer status.
Tip #2:
This is the best way to see how many deals are in each status.
You can also drag and drop deals from one status to another.
Tip #3
Use our deal page buttons to quickly understand any deal at a glance.
You can view files, see activity, and submit all from the main deals page.
Other Tips:
You can drag to resize columns. Useful when one column overflows into the next row.
You can X out confirmation windows before they finish loading, and they'll still work.
When searching, the Deal filter field is faster than the Search box.
Question For You:
Have you had success with our Dashboard page?
We've removed it because it wasn't optimized for speed.
But would you like a page with all your actionable deals broken down by the next action that needs to be taken?