You can add a deal by navigating to the "Deals" section by clicking the tile on your dash or using the navigation bar on the left-hand side.
Once you are on the "Deals" page, in the upper right-hand corner is a button called "Add Deal." This is where you will start the process.
The Deal Editor dashboard is where you can customize virtually every aspect of the program.
Click "Get Started" to begin adding your new deal.
Fill out the following fields for your deal:
- Deal name
- Deal type
- Property type
- Land size
Once you have inputted all of the essential information, click "Add Deal," to save your new deal.
A screen will pop up while your record generates deliverables, like a corresponding website, the offering package, executive summary, and an e-mail campaign.
You now have the option to return to your deal to add more details or begin working on a deliverable.