Use Case 23
Manage many client transactions
Platform walkthrough
Learn from the actual platform screens and written steps, then perform the authorized actions in your own workspace. Actions explained in the video are not necessarily completed in the example.
Browse use cases for M&A advisorStep-by-step guide
The same walkthrough in writing, with a screenshot for every step.
This walkthrough uses actual platform screens. Actions requiring an authorized user are explained for you to perform in your workspace.
1. Find the correct opportunity
Open Platform → Deal Room → Search your deals in the correct workspace. The safe capture has no client records.
2. Find the relevant status and stage
Open Deal Room → Filters. Combine Status, Stage and Search. The empty capture excludes client records. Filters do not change transactions.
3. Open the permitted deal
Choose Open deal in a permitted result. Review Checklist, the next item, Answer questions, Create a task and Documents. Resolve prerequisite items before locked stages.
4. Plan the next evidence task
Open Tasks → Add Task. Set a precise action, Status, Assignee, Due, Priority and Owner side. Verify responsibility and permissions before saving a real task.
5. Review the outcome and next step
For the real review, group by listing or use Table view and open only the client deal you may manage. Check next milestone, open request and reviewer. Keep evidence in its own room and deal context. This tutorial changes no client transaction and makes no inference from an empty demonstration list.
Common questions
Short answers to what people ask most about this part of the product.
How do I avoid mixing client evidence?
Confirm workspace, listing and deal before uploads, generation or access changes. Grouping is a view, not a combination of rooms or permissions.
Which view helps my client-by-client review?
Use Group by listing or Table view, then open the permitted transaction. Confirm the client’s room and the next reviewer before using its evidence.
Why are the shown controls in English?
These real platform captures use English labels. Italian narration and instructions retain them so you can identify the exact shown controls.
Why is the next stage locked?
Read the checklist’s prerequisite message. Complete the earlier required items with the authorised responsible party before expecting later stages to unlock. Task completion alone does not confirm contractual completion.
Video transcript
You advise multiple clients and need each transaction’s evidence and next action kept separate. Search for a specific business in Deal Room and confirm the advisory workspace. A missing record may be hidden by search, stage, status or membership. Open Filters in Deal Room. Status describes the overall state; Stage identifies a transaction step such as NDA and Access, Pre LOI Review, Offer, Escrow and Funding, Due Diligence or Close. Combine these with Search to find work. A filter changes the displayed list; it does not advance, sign off or approve the deal. In a permitted result, choose Open deal and review the checklist and the next required item. The deal offers Answer questions, Create a task and Documents. Later stages can stay locked until earlier required items are complete. Use the checklist to identify the evidence and responsible side. A progress percentage is not a probability of closing. Open Tasks and Add Task, or use Create a task. Give the action a precise name and description. Review Status, Assignee, Due date, Priority and Owner side. Match the responsible side to the actual evidence requirement; the organiser’s example shows Seller. Check the permissions before saving a real task. This fictional draft was cancelled without creating a task. For the real review, group by listing or use Table view and open only the client deal you may manage. Check next milestone, open request and reviewer. Keep evidence in its own room and deal context.
Watch the video, or follow the written steps below. Both cover the same walkthrough.
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