Applies to: Deal Administrators
When you close a deal, documents in the preparation and diligence areas are deleted and the deal becomes read-only. Buyers and sellers cannot see the deal.
Deal administrators can still see closed deals using the Closed Deals filter. They can access documents from the Internal Documents tab in the Marketing view after the deal has been closed. However, these documents are read-only and cannot be downloaded.
Deal administrators can also see who closed the deal on the deals Overview page. This information is shown in the Deal Closed By field.
Note: If you want to order an archive before you close a deal, see Ordering an archive.
Video - How to close a deal in DealCentre AI
Watch this video tutorial for steps on how to close a deal.
How to close a deal
-
Display the deal you want to work with.
If you are viewing another deal, click the DealCentre AI icon
in the upper left corner of the screen to display the deals list. Select the deal you want.
- Click the Close icon
on the left side of the screen.
- In the Tell Us More About the Deal section, enter details about the deal.
- Click Close Deal. A warning message is displayed that deal closure is permanent and cannot be undone.
- Click Close Deal to confirm.