posted this on November 16, 2011 03:33 pm
Every investor group has the ability to define their own deal stage process by creating Deal Stages. However, once they are created a lot of users want to know how to move deals from one stage to the next. Within this article we will show you how you can move a deal as a Deal Lead and multiple deals as an Admin.
Moving A Deal As A Deal Lead
To move a deal to a different stage as a Deal Lead you first need to enter the deal room. Once you are within the deal you will have access to all of the Admin features. (Please note that all admin features are in GOLD text) You will notice that on the right hand side of the Deal Home screen there is the Deal Stage (located above the company profile section).
By clicking the Deal Stage button a drop down menu will appear with all of the deal stages for your group. You can then select the stage you would like to move the deal.
After selecting the stage you want to transport the deal to, you will see a pop-up window appear. Within this window it will allow you to update the current Status note for the deal. It is always good practice to document why the deal is moving or an update to the members of this deal. Once you have filled in the status box press submit. The deal will be moved to the new deal stage and the status note will be updating as well.
Moving Deal(s) As An Admin
As an Admin of a group you are able to perform the same functionality as the deal lead within the deal. However, from the group's deal list page you have the ability to select multiple deals and move them all. This helps to decrease the amount of time it takes to update multiple deals for the group. It is used most often with groups that have a single manager that handles moving all the deals within the group.
To start go to your group's deal list page and select multiple deals from the deal list. Then in the Admin options above the deal list select MOVE DEALS. You will notice that the same drop down menu of your group's deal stages appears. You will continue by selecting the new stage the deals will go to and update their status notes. just like the aforementioned Deal Lead instructions.