Creating and managing deals | DealCentre

1. Click the Contacts tab.
2. Click Create Contact.
3. Enter the information for the contact. The email address is required. All other fields are optional.
4. Click Create Contact to save the contact and exit the dialog box, or click Create Another to save the contact and create another contact.

1. Click the Contacts tab.
2. Click Upload Spreadsheet.
3. Click Download Template.
4. Open the template and enter the information for the contacts. The email address is required. All other fields are optional.
5. Click Select Files.
6. Navigate to the file with the contact information and click Open. Note that you can only upload one file at a time.
7. Click Upload. The number of contacts that will be imported is displayed. If an email address is missing for a contact, a message is displayed instructing you to review the spreadsheet for empty or invalid entries.
8. Click Upload.

1. Click the Contacts tab.
2. Click the name of the contact that you want to view or edit.
3. (Optional.) To edit the contact's details, click Edit.
4. (Optional.) Make your changes.
5. Click the X to exit or click Save.

1. Click the Contacts tab.
2. Select the contacts that you want to delete.
3. Click Delete Contacts.
4. Click Delete Contacts to confirm.

You can create deal stages that describe where the deal is in the deal process.

1. Click the Settings tab. 
2. In the Enter a new stage field enter a description of the stage and click the checkmark icon. The stage is created and added to the bottom of the list.
3. (Optional.) To move the stage click the icon in front of the stage and drag and drop the stage to its new location.
4. (Optional.) To delete a stage click the trashcan icon to the right of the stage.

1. On the Deal List, click Create Deal.
2. In the Deal Name field, enter a name for the project.
3. (Optional.) In the Summary field, enter a description of the deal. The summary is displayed in the deal list.
4. (Optional.) In the Deal Team Members field, select the users you want to have access to the deal. You are automatically added to the deal.
5. (Optional.) In the Stage field, select the deal stage.
6. Click Create Deal.

You can view details about a deal from the deal list or from the deal's overview page.

Viewing and updating details from the Deal List

1. In the Deal List, click in the row of the deal for which you want to view details. Information about the deal is displayed in the right pane.
2. (Optional.) To view the deal overview page, click View next to the deal name.
3. (Optional.) To add details about the deal, click Add Deal Profile or Add More Profile Details.
4. (Optional.) To change the deal's stage, select the stage from the Stage field.
5. (Optional.) To view documents associated with the deal, click View next to Internal Documents or Preparation Area.
6. (Optional.) To open a VDR associated with the deal, click Open next to the exchange name.
7. (Optional.) To view information about team members, hover of the member's name in the Team area.
8. (Optional.) To add a primary contact, click Add Primary Contact. If a primary contact is listed, click the Copy Email button to copy the primary contact's email address to the clipboard, or click Email to open your email application.

Viewing and updating details from the deal's Overview page

1. In the Deal List, click the deal for which you want to view or update details.
2. (Optional.) To edit the deal name, click the Edit icon next to the name, make changes, and click the checkmark icon.
3. (Optional.) To change the deal's stage, in the Stage field, select the stage.
4. (Optional.) If any VDRs are linked to the deal, they are shown in the Manage Your Deal section. Click the arrow icon next to the VDR name to open the VDR.
5. (Optional.) To create a Deal Prep VDR or change the VDR to which the deal is linked follow the instructions in the next two sections.
6. (Optional.) To add a note, in the New Note field, enter the name and click Save Note.
7. (Optional.) To edit the summary, click the Edit icon next to the summary, make your changes, and click the checkmark icon.
8. (Optional.) To edit the members of the deal, click the Edit icon in the Deal Team section. Add or remove deal team members and click the Check mark icon.

You can add metadata to a deal, such as the deal's state, type, value, industry, location, and so on, that  gives you insight into the deal. This information will be shown on the deal list.

1. In the Deal List, click the deal for which you want to add a VDR.
2. Click Settings.
3. Enter the details that are of interest to you.
4. Click Save Changes.

When you are ready, you can create a Deal Prep VDR that is in the preparation phase. You can create a maximum of two VDRs for a deal. The person that created the deal is automatically added to the VDR for this deal with the role of Hidden Manager Plus. If you need more than two VDRs or if you need additional people added to the VDR, contact your Intralinks sales representative.

1. In the Deal List, click the deal for which you want to add a VDR.
2. From the Add a VDR menu, select Create VDR.
3. In the VDR Name field, enter the name of the VDR.
4. (Optional.) In the Display Name field, enter how you want the VDR name to be displayed. This name will only be visible to deal team members.
5. Click Create VDR.

1. In the Deal List, click the deal for which you want to change links.
2. From the Add a VDR field, select Manage VDR Links. A list of the VDRs that the deal is linked to is displayed.
3. To link another VDR, in the Link VDR field, select the VDR to which you want to link the deal. Note that only the VDRs that you have access to will be listed.
4. (Optional.) to unlink a deal from a VDR, click Unlink in the Action column of the VDR for which you want to remove a link.
5. Click Close when you are done.

You can add documents and folders to either the internal or preparation area of the deal. The internal documents tab is for documents such as teasers and pitch decks that will be sent to potential buyers. The preparation area is where you prepare the documents that will eventually be moved to a live deal. Both areas work in the same way.

Adding folders

1. In the Deal List, click the deal to which you want to add folders.
2. Click the Documents tab.
3. Click Internal or Preparation area.
4. Click Create Folder.
5. Enter the name of the folder and click Create.

Adding documents

1. In the Deal List, click the deal to which you want to add documents.
2. Click the Documents tab.
3. Click Internal or Preparation area.
4. Click the folder to which you want to add documents.
5. Click Upload.
6. Drag and drop files into the Upload Documents dialog box, or click Select Files to locate files.
7. Click Upload. A virus scan will be run on the documents and the names of the documents will be grayed out until the virus scan finishes.
8. (Optional.) To view a document in the browser window, click on it. Click the X in the top right to exit the viewer screen.

An upload link provides a single secure and simple collection method for your clients to upload documents.  An upload link is created in the preparation area. You can then send  it to your clients so they can upload the documents you are requesting without logging in to the VDR. When they click on the link, all they have to do is enter their email address and begin uploading documents.

Creating an upload link

Only users to which you have given access can use the link to upload documents. Users are identified by their email addresses. You can set an expiration date after which the link will no longer be available. The default expiration is 30 days after it has been created. You can also delete links when you no longer need them.

1. From the Deal List, select the deal for which you want to create a link.
2. Click the Documents tab.
3. Click Preparation Area.
4. If you have not previously uploaded documents, click Create Upload Link or click the three dots menu and select Create Upload Link.
5. In the Expiration field, select the date that the link will expire. The default is 30 days after the link is created.
6. In the Restrict upload to specified email addresses field, enter the email addresses of the users that you want to be able to upload documents.
7. Click Create Link.
8. Select one of the following options:
   • To copy the link to the clipboard, click the Copy icon. You can send this link to the users that you want to begin uploading documents along with a list of documents that you want them to provide.
   • To see what the link looks like and optionally add documents, click View Link.– In the Email address field, enter your email address and click Next. The Upload Requested Documents screen is displayed. You can drag and drop documents or select files to upload. 
   • To exit the screen, click Close.

Editing or deleting an upload link

1. From the Deal List, select the deal for which you want to create a link.
2. Click the Documents tab.
3. Click Preparation Area.
4. Either click Upload Link or the three dots menu and select Edit Upload Link.
5. To expire the link, click Expire Link.
6. To change the users that can use this link to upload files, in the Restrict upload to specified email addresses field, enter the emails of the users that you want to have access and click Update Link.
7. To delete the link, click Delete Link and click Delete to confirm.

Copying the upload link after it is created

1. From the Deal List, select the deal for which you want to create a link.
2. Click the Documents tab.
3. Click Preparation Area.
4. Click Upload Link or the three dots menu and click Copy Upload Link.

1. In the Deal List, click the deal to which you want to add documents.
2. Click the Documents tab.
3. Click Internal or Preparation area.
4. Select the document(s) or folders(s) that you want to move. Note that you cannot move an empty folder.
5. Select the location to which you want to move the documents or folders.
6. Select the folder.
7. Click Move.

Exporting the list of deals to an Excel Spreadsheet allows you to create a report that you can share. You can export active or inactive deals. All of the rows are exported. The columns that are included are those that are shown in the grid. Use the Column manager to select the columns to display and change their order.

1. Click either the Active Deals or Inactive Deals tab.
2. Adjust the columns are necessary.
3. Click the three dots menu and select Export Deal List.

You will only have to perform this step the first time you send a marketing email.

1. In the Deal List, click the deal for which you want to send marketing emails.
2. Click the DealMarketing tab.
3. Click Get Started.
4. In the First DealMarketing Phase field, enter a name for your organization's initial phase.
5. Click Setup. The DealMarketing screen is displayed.

For each phase, there are two sections. The Share section contains a list of companies that have been sent outreach emails. The Drafts section contains a list of outreach emails that are in progress.

You can create as many phases as you need. 

1. On the DealMarketing screen, click Add Phase.
2. Enter the phase name and click the checkmark icon.

Documents can be shared as links or as attachments. If you share documents using a link, you can set a 6-digit passcode. You can share documents that have been uploaded to the Documents tab.

1. In the Deal List, click the deal for which you want to share documents.
2. Click the DealMarketing tab.
3. Click the phase for which you want to share documents.
4. Click Share Documents.
5. In the Delivery field, select whether to share documents using links or attachments.
6. (Optional.) If you are sharing using links, enter a 6-digit passcode.
7. Click Select Documents.
8. Select the documents you want to share and click Select Documents.
9. Click Add Selected Documents.
10. (Optional.) Select the following options.

    Download - Allows target groups to download documents from the buyer view.

    Watermark - Displays the word "Confidential" in red on all water PDF documents.

    Print - Allows target users to print shared documents.

11. Click Next.
12. (Optional.) If you have any saved email templates, in the Message Template field, select the template to use.
13. In the From field, select who the email is from. 
14. (Optional.) To add CC or BCC recipients, click Add CC and BCC. Enter the recipients email addresses or copy and paste them from another application.
15. In the Subject Line, enter the subject of the email.
16. Enter the body text. You can also use the following variables: Title, FirstName, LastName and Company.
17. Click Next.
18. Click one of the following options:

• Paste Email Addresses - Add addresses separated by spaces, commas, or semicolons, and click Add Recipients.
• Select Contacts - Select the contacts you want to add and click Add Selected Contacts.

Downloading outreach emails

You can download emails from the email notification or from the tracker. To download from the tracker, perform one of the following actions:

• From the Tracker, click the three dots menu and select Download Emails. In the row of the outreach, click the Download Emails icon.
• From the Tracker, click the Download Emails icon in the row of the company for which you want to download emails.

After you have sent an outreach email, the Tracker will display a list of the companies to which you sent emails, with the status. When a buyer responds to an outreach email, the status in the tracker is automatically updated with passed or pursued and the date on which the buyer responded.

1. In the Deal List, click the deal for which you want to view tracking information.
2. Click the DealMarketing tab.
3. Click the Share section in the phase for which you want to view tracking information.
4. (Optional.) Use search to find a particular company.
5. (Optional.) Click Filters to filter the list by Created Date, Responded Date, and Status.
6. (Optional.) Click Preview to view the buyers' view.
7. (Optional.) To remove buyers' access to shared documents, select the company, and click Remove Access. Note that buyers will still be able to access and documents that they downloaded.
8. (Optional.) To share documents with one or more companies, select the companies and click Share to begin creating an outreach email.