WEBVTT 00:00:00.000 --> 00:00:04.075 You manage several listings and need to decide what needs attention today. 00:00:04.305 --> 00:00:08.787 Open Deal Room with status and stage filters instead of reading every record. 00:00:09.017 --> 00:00:16.459 It shows how to organise a queue without changing records, signing agreements or giving one buyer access to another buyer’s opportunity. 00:00:17.139 --> 00:00:18.938 Open Filters in Deal Room. 00:00:19.168 --> 00:00:31.660 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. 00:00:31.890 --> 00:00:34.166 Combine these with Search to find work. 00:00:34.396 --> 00:00:39.853 A filter changes the displayed list; it does not advance, sign off or approve the deal. 00:00:40.533 --> 00:00:45.548 In a permitted result, choose Open deal and review the checklist and the next required item. 00:00:45.778 --> 00:00:49.807 The deal offers Answer questions, Create a task and Documents. 00:00:50.037 --> 00:00:54.437 Later stages can stay locked until earlier required items are complete. 00:00:54.667 --> 00:00:58.614 Use the checklist to identify the evidence and responsible side. 00:00:58.844 --> 00:01:02.304 A progress percentage is not a probability of closing. 00:01:02.984 --> 00:01:06.560 Open Tasks and Add Task, or use Create a task. 00:01:06.790 --> 00:01:09.646 Give the action a precise name and description. 00:01:09.876 --> 00:01:14.996 Review Status, Assignee, Due date, Priority and Owner side. 00:01:15.226 --> 00:01:21.403 Match the responsible side to the actual evidence requirement; the organiser’s example shows Seller. 00:01:21.633 --> 00:01:24.373 Check the permissions before saving a real task. 00:01:24.603 --> 00:01:28.144 This fictional draft was cancelled without creating a task. 00:01:28.824 --> 00:01:33.293 Use Table view for comparison or Group by listing for the same business’s opportunities. 00:01:33.523 --> 00:01:38.376 In each permitted deal, agree the next unfinished requirement and responsible party. 00:01:38.606 --> 00:01:42.763 Investigate delay through actual evidence, not a progress forecast.