WEBVTT 00:00:00.000 --> 00:00:04.946 You shortlisted several businesses and need to separate saved research from active deal work. 00:00:05.176 --> 00:00:10.145 Saving a listing helps you revisit it; it does not create a negotiated transaction. 00:00:10.375 --> 00:00:13.289 Open Deal Room for records where you participate. 00:00:13.519 --> 00:00:19.057 Search for the current candidate and confirm which actual transaction you are entitled to review. 00:00:19.737 --> 00:00:21.502 Open Filters in Deal Room. 00:00:21.732 --> 00:00:34.363 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. 00:00:34.593 --> 00:00:36.997 Combine these with Search to find work. 00:00:37.227 --> 00:00:42.823 A filter changes the displayed list; it does not advance, sign off or approve the deal. 00:00:43.503 --> 00:00:48.565 In a permitted result, choose Open deal and review the checklist and the next required item. 00:00:48.795 --> 00:00:52.823 The deal offers Answer questions, Create a task and Documents. 00:00:53.053 --> 00:00:57.337 Later stages can stay locked until earlier required items are complete. 00:00:57.567 --> 00:01:01.480 Use the checklist to identify the evidence and responsible side. 00:01:01.710 --> 00:01:05.251 A progress percentage is not a probability of closing. 00:01:05.931 --> 00:01:09.553 Open Tasks and Add Task, or use Create a task. 00:01:09.783 --> 00:01:12.558 Give the action a precise name and description. 00:01:12.788 --> 00:01:17.397 Review Status, Assignee, Due date, Priority and Owner side. 00:01:17.627 --> 00:01:23.746 Match the responsible side to the actual evidence requirement; the organiser’s example shows Seller. 00:01:23.976 --> 00:01:26.727 Check the permissions before saving a real task. 00:01:26.957 --> 00:01:30.498 This fictional draft was cancelled without creating a task. 00:01:31.178 --> 00:01:38.643 Choose a concrete next action for each candidate: review public facts, seek authorised access or continue diligence. 00:01:38.873 --> 00:01:41.904 Use a consistent view to revisit actual deals. 00:01:42.134 --> 00:01:48.345 If a saved business is absent here, check whether a deal exists instead of assuming the shortlist was lost.