The Deals Panel will open after selecting your desired Deal. The panel will hold all information with an ease to add or edit details.
- Panel Controls
- Add a Related Project
- Deals Tags
- Profile Card
- Details Card
- Dates Card
- Team Members
- Target Companies
- Target People
- Activity Card
- Delete Deal
Click and hold the three bar icon to drag and drop the cards to your desired order.
This symbol will expand the Deals Panel across your entire window. The same symbol will decrease the size of the panel to its original size.
The minimize symbol will close the panel and place it at the bottom of your screen. This will give you complete access to the Deals table interactions and filters.
Add a Related Project
In the panel header Click + Add Related Project to assign a project to a Deal. Users will have the option to add an existing project or Create a Project for the Deal. This allows you to relate your pitch work directly to the Deal when using Clockwork earlier in your Business Development cycle.
Users can manage Tags on a deal below the panel header.
Click + Add Tag to open the search and multiple select tag component. Click the X in the search and select component or in the Tag Cloud to remove a Deal from your selection or from the Deal Record.
Users can interact with all cards. The Profile card contains the following Deal Size, Likelihood, Deal Status, and Deal Stage. Click or Tap the the Profile details and the ability to edit all field values will expand. After you make your changes click “Save” to commit your changes or cancel to abandon them.
The Details card contains the About information regarding your Deal. Users can add/edit the About, Source, and Source Notes by click or tapping on the card.
To use the Deal-Specific Pendulum Email, click or tap the hyperlinked email address to open a compose window in your default mail client. You can also copy it into another mail client by right clicking on the hyperlinked email address and selecting copy email from the drop down menu options.
Triggering the vCard button, downloads the VCF file.
The Date card can be edited at any time. Users can click on any date field and it will present the option to add or edit any date before saving the details.
Click the desired dropdown for the Calendar to show.
Users can add and remove active Firm Users. When adding a new Firm Team Member, the search and multiple select component will search your Firm’s active user list. After adding a New Firm Team Member, they will be notified via email. To reorder Team Members, tap or click and hold and drag to the desired position.
Upon successful addition of a New Firm Team Member, the User will see a success alert.
Remove Team Member
In order to remove a Team member, tap or click and hold on the desired member and a “Drop here to delete” icon will appear. Drag and Drop the member to remove them.
Note: You can Undo the removal of the User by quickly clicking the Undo button. This button only appears for a few seconds before it disappears.
Users can view and add Target Companies from their Company database. To reorder Target Companies, tap or click and hold and drag to the desired position. The Company is the first position will be the company that the deal is primarily attributed to.
Note: Adding Target Companies adds the Deal to that Company’s record in the Deal tab.
In order to remove companies, users can tap or click and hold on the desired company and a “Drop here to delete” icon will appear. Drag and Drop the Company to the Trash can to remove them.
Note: You can Undo the removal of the Company by quickly clicking the Undo button. This button only appears for a few seconds before it disappears.
Users can add and remove Target People. When adding Target People, the search and multiple select component will search your Firms’ People Database. To reorder Target People, tap or click and hold and drag to the desired position. The Person in the first position will be the Person that the deal is primarily attributed to. All Target People on the Deal will have the Deal listed in their Deals tab on their Person record.
Remove Target People
In order to remove companies, users can tap or click and hold on the desired Person and a “Drop here to delete” icon will appear. Drag and Drop the Target Person to the Trash can to remove them.
Note: You can Undo the removal of the Person by quickly clicking the Undo button. This button only appears for a few seconds before it disappears.
The System Logs the following activities in the activity record:
- Add/Edit/Remove actions committed against Deal information including Profile, Details, Dates, Team and Targets.
- New or Edited Notes on Deals.
- Format for Activity Record in Activities Card Includes, User, Action performed, Object Modified, Details of modification, time and date.
Click the Note button to open up the list of Deal Notes. Users then have the ability to view, create or edit a note. In order to edit the note, click on the menu button on the right side of the note.
Clicking the “+” at the bottom of the page will open up a window to create your note. You then have the option of selecting the Note type and you can also use a Note template that a user has created. The drop down boxes will provide options once clicked.
Users can collapse and fully expand the note section panel with the interactions symbols.
This symbol will expand the Deals panel that is hidden behind the Notes. Users will have to click and drag the panel to fill up the window or desired length.
This symbol will collapse the entire notes panel.
Note: It does not collapse the size of the Deals Panel. Users will have to click and drag the panel to desired size.
This symbol will expand the panel for your Deals Notes. You will be able to expand the panel fully or place it back to its original size.
Scroll to the bottom of the panel and click "Delete".