Web App
Manage your deal pipeline and assets, view & edit deals.
Deal Pipeline & Asset Management
- The Home Screen
- What are Pipelines? What are They Used For?
- Opening Deals
- Viewing Deals
- How Do Multiple Users Collaborate on a Deal?
- How to add a note to a deal description
- What are the Default Permission Levels?
- Saving Assets
- Deleting Deals and Assets
- Restoring or Deleting Deals and Assets in the Trash
Deal Actions & Edits
Reports
Quantities & Costs
Pro Forma
- How do I create a Live Pro Forma or financial model in the web?
- How do I export or import an Excel file into a Pro Forma or financial model?
- How do I save, overwrite, or delete pro forma or financial model?
- How do I apply quantities from the TestFit model to the financial model or pro forma?
- How do I show or hide formulas in the pro forma or financial model?