Creating and managing deals | DealCentre AI

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

1. Display the deal list screen by clicking the DealCentre AI icon in the upper left corner of the screen.
2. Click the Settings icon on the left side of the screen. The Configure Deal Stages view should be selected
3. In the Enter a new stage field, type a description for the stage.
4. Click the check mark (tick mark) icon. The new stage is created and added to the bottom of the list.
5. (Optional.) To move the stage, click the drag icon in front of the stage, and drag the stage to a new location.
6. (Optional.) To delete a stage, click the trash can icon to the right of the stage.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Select Create Blank Deal to start from scratch.
3. (Optional.) Select the Deal Type. This option appears only for certain deals, depending on your contract.
4. In the Deal Name field, enter a unique name for the deal. Duplicate deal names are not allowed within the same entity. If you use an existing name, an error message is displayed.
5. (Optional.) In the Summary field, enter a description of the deal. The summary is displayed in the deal list.
6. (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.
7. (Optional.) In the Stage field, select the deal stage.
8. (Optional.) In the Data Hosting Location field, select whether to host in the United States or Germany. The default location for your organization is automatically selected.

9. In the Deal Profile section, enter information about the deal. 

   • From the Deal Type Details list, select the option that applies to the deal. 
   • (Optional.) From the Industry list, select the industry for the deal. By default, it is blank. 

   • (Optional.) From the Subsector list, select the subsector. The list is filtered based on the industry. 

   • (Optional.) Select the Estimated Close Date.
   • (Optional.) Provide the Deal Value, Location, and Primary Contact for the deal.
10. Click Create Deal.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click Create Deal.
3. Under Choose from templates, select a template. Available templates display with their included components. Note: If no templates are available yet, you will see a message stating that you do not have any templates. For more information about how to create deal templates, see Using deal templates.
4. (Optional.) Select the Deal Type. This option appears only for certain deals, depending on your contract.
5. In the Deal Name field, enter a unique name for the deal. Duplicate deal names are not allowed within the same entity. If you use an existing name, an error message is displayed.
6. (Optional.) In the Summary field, enter a description of the deal. The summary is displayed in the deal list.
7. (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.
8. (Optional.) In the Stage field, select the deal stage.
9. (Optional.) In the Data Hosting Location field, select whether to host in the United States or Germany. The default location for your organization is automatically selected.

10. In the Deal Profile section, enter information about the deal. 

    • From the Deal Type Details list, select the option that applies to the deal. 
    • (Optional.) From the Industry list, select the industry for the deal. By default, it is blank. 

    • (Optional.) From the Subsector list, select the subsector. The list is filtered based on the industry. 

    • (Optional.) Select the Estimated Close Date.
    • (Optional.) Provide the Deal Value, Location, and Primary Contact for the deal.
11. Click Create Deal.

The template's folder structure, document requests, marketing phases, and settings are automatically applied.

Note: Using a deal template clones folder structure (not documents), empty document request lists (assignees must be updated), marketing phase names, and deal settings. For more information, see Deal templates.

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

Viewing and updating details from the deal list

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click in the row of the deal (but do not click on the deal name) whose details you want to view. Information about the deal is displayed in the right pane.
3. (Optional.) To view the deal overview page, click View next to the deal name in the right panel.
4. (Optional.) If you have not completed all of the deal profile details, you can add details by clicking Add Deal Profile or Add More Profile Details.
5. (Optional.) To change the deal's stage, select the stage from the Stage field.
6. (Optional.) To view documents associated with the deal, click View next to Internal Documents,  Preparation Area, or Diligence.
7. (Optional.) To open the VDR associated with the deal, click the VDR name.
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.

View and update deal details from the deal Overview page

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. (Optional.) To edit the deal name, click the Pencil icon next to the name, make changes, and click the checkmark (tick mark) icon. 
3. (Optional.) To change the deal's stage, in the Deal Stage field, select the stage.
4. (Optional.) To add a primary contact, click Add Primary Contact, add the details, and click the checkmark (tick mark) icon.
5. (Optional.) To save a deal template, click Save As Template.
6. (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.
7. (Optional.) To change the VDR to which the deal is linked, follow the instructions in the following sections.
8. (Optional.) To add a note, in the New Note field, enter the name and click Save Note.
9. (Optional.) To edit the summary, click the Pencil icon next to the summary, make your changes, and click the checkmark icon.

An access agreement is displayed when a user logs into a deal. You can configure whether the agreement is displayed once or at every login.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Settings icon on the left pane. 
3. Click Access Terms.
4. Click Edit Access Agreement.
5. In the Frequency field, select how often to display the agreement.
6. In the Agreement Text field, enter the agreement text.
7. Click Save.

Deal notifications can be set for sellers, deal admins, and third parties. These notifications allow to control how and when they receive updates for specific deals. 

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Settings icon on the left side of the screen. 
3. Click Notifications.
4. In the Seller tab for seller group members, configure the notifications for sellers.

   • Enable the options for which you want sellers to receive notifications.

     Select the notification delivery method: Email or In-App

5. In the Admin tab for deal team members, configure the notifications for deal team members and third parties.
   • Enable the options for which you want deal team and third parties to receive notifications.
   • Select the notification delivery method: Email, In-App, or both.

Note: Notification settings are managed at deal level. Individual users cannot change which deal events trigger notifications.

Enable indexing adds an additional column for index numbers that dynamically updates as documents and folders are added or re-ordered. 

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Settings icon in the left pane. 
3. Click Documents.
4. To enable indexing, toggle the Display File and Folder Index Numbers field to Enabled. To disable indexing, toggle the field to Disabled.

You can add metadata to a deal, such as the deal's stage, type, value, industry, location. Adding metadata gives you insight into the deal. This information is shown on the deal list.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Settings icon in the left pane. 
3. On the Settings screen, select Deal Details.
4. Click Edit Details and enter the relevant details.
5. Click Save Changes.

1. 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.
2. Click Manage External Links. A list of the VDRs that the deal is linked to is displayed.
3. To link another VDR, click the Link VDR button and select the VDR you want to link to 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 for the VDR for which you want to remove a link.
5. Click Close when you are done.

You can export the deals list to a Microsoft Excel spreadsheet to create a report that you can share. You can export active or inactive deals. All rows are exported. The exported columns match the columns displayed in the deals grid. Use the Columns manager to select the columns to display and to change their order.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click Export Deal List.

You can control which AI features are available in your deal. You can configure settings separately for deal administrators and sellers, and for buyers.

1. Click the DealCentre AI icon in the upper left corner of the screen to display the deals list.
2. Click the Settings icon in the left pane. 

3. Select Link AI.

   Select the Advisors and Sellers tab. 

   Turn the Link Features master toggle on or off. Available features include - Ask Link,Link Document Insights, Link features in Q&A, Redaction, and Link Document Request.

   Turn individual features on or off as required.

   Select the Buyers tab. 

   For each buyer group, turn feature toggles on or off as required. Each buyer group appears with toggles for Ask Link and Link Insights.