WEBVTT 00:00:00.000 --> 00:00:04.156 You have opportunities at first review, offer and diligence. 00:00:04.386 --> 00:00:07.660 Open Deal Room and choose the stage requiring attention today. 00:00:07.890 --> 00:00:11.757 Keep research targets distinct from accessible transaction records. 00:00:11.987 --> 00:00:18.813 Filters organise attention; the actual decision happens inside the permitted deal with its own evidence and participants. 00:00:19.043 --> 00:00:23.443 Start with a specific unresolved milestone, not a percentage forecast. 00:00:24.123 --> 00:00:25.923 Open Filters in Deal Room. 00:00:26.153 --> 00:00:38.355 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. 00:00:38.585 --> 00:00:41.081 Combine these with Search to find work. 00:00:41.311 --> 00:00:46.663 A filter changes the displayed list; it does not advance, sign off or approve the deal. 00:00:47.343 --> 00:00:52.394 In a permitted result, choose Open deal and review the checklist and the next required item. 00:00:52.624 --> 00:00:56.594 The deal offers Answer questions, Create a task and Documents. 00:00:56.824 --> 00:01:01.143 Later stages can stay locked until earlier required items are complete. 00:01:01.373 --> 00:01:05.425 Use the checklist to identify the evidence and responsible side. 00:01:05.655 --> 00:01:09.150 A progress percentage is not a probability of closing. 00:01:09.830 --> 00:01:13.580 Open Tasks and Add Task, or use Create a task. 00:01:13.810 --> 00:01:16.654 Give the action a precise name and description. 00:01:16.884 --> 00:01:21.923 Review Status, Assignee, Due date, Priority and Owner side. 00:01:22.153 --> 00:01:28.225 Match the responsible side to the actual evidence requirement; the organiser’s example shows Seller. 00:01:28.455 --> 00:01:31.206 Check the permissions before saving a real task. 00:01:31.436 --> 00:01:35.012 This fictional draft was cancelled without creating a task. 00:01:35.692 --> 00:01:39.431 Connect the next milestone to a reviewer and the evidence still missing. 00:01:39.661 --> 00:01:45.001 Use stage to locate work, not to infer approved investment or certain completion. 00:01:45.231 --> 00:01:49.063 Investigate a stalled item through documents and open questions. 00:01:49.293 --> 00:01:57.733 Your useful pipeline review identifies the next accountable action and remaining conditions; it does not turn task progress into closing probability.