Adding buyer and seller groups to a deal | DealCentre

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Applies to: Advisors and sellers
 

Seller and buyer groups are added on the People tab for the deal. The first time that you click the People tab, you will be asked to add a seller. After the seller group has been added, you can add people (users) to the seller group, add buyer groups and subgroups, and add users to the groups. Users cannot belong to more than one buyer group or subgroup.

The seller group cannot be deleted. You can only remove people from it and rename it.

All users must be added to a group.

Icons_Approved.svg How to manage the seller group

Add seller group

Only one seller can be added to a deal. Only advisors can add a seller group. The seller must be added before you can add buyer groups.

  1. Click the deal to which you want to add a seller.
  2. Click the People tab.
  3. Click Add a Seller.
  4. In the Name field, enter a descriptive name for the group.
  5. (Optional.) In the Seller Contact section, enter the name and email address of the primary contact.
  6. Click Save.

Rename the seller group

  1. Click the deal to which you want to add a seller.
  2. Click the People tab.
  3. Click the name of the group.
  4. Click the edit icon next to the group name.
  5. Make changes.
  6. Click the check mark icon.
  7. Click Save.

Add people to the seller group

  1. Click the deal to which you want to add a seller.
  2. Click the People tab.
  3. Either click the name of the group or click the three dots icon and select Add People.
  4. Enter the email addresses separated by spaces, commas or semicolons.
  5. Click Save.

Icons_Approved.svg How to manage buyer groups

Add buyer group

  1. Click the deal to which you want to add buyers.
  2. Click the People tab.
  3. Click Add Buyer.
  4. In the Name field, enter a descriptive name for the group.
  5. (Optional.) In the Buyer Contact section, enter the name and email address of the primary contact.
  6. Click Save.

Add a buyer subgroup

  1. Click the deal to which you want to add a buyer subgroup.
  2. Click the People tab.
  3. In the Actions column of the buyer group, click the three dots menu and select Add Subgroup.
  4. In the Subgroup name field, enter a name for the subgroup.
  5. Click Save.
  6. (Optional.) To add people to the subgroup, click the three dots menu in the Action field of the subgroup and click Add People. Copy and paste or enter the email addresses and click Save.

Delete buyer subgroup

  1. Click the deal in which you want to delete a buyer group.
  2. Click the People tab.
  3. Click the three dots menu in the Action column of the buyer group you want to delete and select Delete.
  4. Click Delete to confirm. All people and subgroups within the group will be removed from diligence.

Add a watermark to documents for a buyer group

Watermarks can be added to documents that will be viewed by a buyer group. To see the current watermark settings, click the information icon in the Watermark column. To apply the watermark for a buyer group, mark the checkbox in the row of a buyer group. For more information on watermarks, see the "Add and update watermarks on deal documents" in Adding documents and folders.

Icons_Approved.svg How to manage people

Add people

  1. Click the deal to which you want to add people.
  2. Click the People tab.
  3. Click Add People.
  4. In the Select Group/Subgroup field, select the group to which you want to add people.
  5. Copy and paste or enter the email addresses of the people you want to add.
  6. Click Save.

Delete people

  1. Click the deal in which you want to delete people.
  2. Click the People tab.
  3. Click People.
  4. Click the trashcan icon in the Actions column of the person you want to delete.

 

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