Saving a Deal

TestFit deals (RSD files) now have the ability to be saved and shared with others seamlessly within your organization.

Saving a Deal Locally

To save a deal to your organization’s deal pipeline:

  1. Create a site

  2. Select preset

  3. Edit site as needed

  4. Click File > Save Deal


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Saving a Deal to the Cloud

To save a deal to your organization’s deal pipeline:

  1. Create a site

  2. Select preset

  3. Edit site as needed

  4. Click File > Save to Cloud

save deal to cloud

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