WEBVTT

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Three buyers ask different questions about your sale.

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Use Deal Room to distinguish their opportunities rather than
relying on an email subject.

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Search for the business, then inspect status and stage.

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Open Filters in Deal Room.

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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.

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Combine these with Search to find work.

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A filter changes the displayed list; it does not advance, sign off
or approve the deal.

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In a permitted result, choose Open deal and review the checklist
and the next required item.

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The deal offers Answer questions, Create a task and Documents.

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Later stages can stay locked until earlier required items are
complete.

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Use the checklist to identify the evidence and responsible side.

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A progress percentage is not a probability of closing.

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Open Tasks and Add Task, or use Create a task.

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Give the action a precise name and description.

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Review Status, Assignee, Due date, Priority and Owner side.

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Match the responsible side to the actual evidence requirement; the
organiser’s example shows Seller.

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Check the permissions before saving a real task.

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This fictional draft was cancelled without creating a task.

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Inside each permitted real deal, confirm the next question, access
requirement and responsible participant.

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A buyer asking for accounts may still need NDA and seller
approval.

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Check that requirement before sending confidential evidence.

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If the record is missing, review workspace and filters; this
example answers no enquiry or document request.