WEBVTT 00:00:00.000 --> 00:00:05.968 You advise multiple clients and need each transaction’s evidence and next action kept separate. 00:00:06.198 --> 00:00:10.911 Search for a specific business in Deal Room and confirm the advisory workspace. 00:00:11.141 --> 00:00:15.623 A missing record may be hidden by search, stage, status or membership. 00:00:16.303 --> 00:00:18.056 Open Filters in Deal Room. 00:00:18.286 --> 00:00:30.290 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. 00:00:30.520 --> 00:00:32.935 Combine these with Search to find work. 00:00:33.165 --> 00:00:38.692 A filter changes the displayed list; it does not advance, sign off or approve the deal. 00:00:39.372 --> 00:00:44.399 In a permitted result, choose Open deal and review the checklist and the next required item. 00:00:44.629 --> 00:00:48.634 The deal offers Answer questions, Create a task and Documents. 00:00:48.864 --> 00:00:53.288 Later stages can stay locked until earlier required items are complete. 00:00:53.518 --> 00:00:57.558 Use the checklist to identify the evidence and responsible side. 00:00:57.788 --> 00:01:01.306 A progress percentage is not a probability of closing. 00:01:01.986 --> 00:01:05.643 Open Tasks and Add Task, or use Create a task. 00:01:05.873 --> 00:01:08.613 Give the action a precise name and description. 00:01:08.843 --> 00:01:14.125 Review Status, Assignee, Due date, Priority and Owner side. 00:01:14.355 --> 00:01:20.451 Match the responsible side to the actual evidence requirement; the organiser’s example shows Seller. 00:01:20.681 --> 00:01:23.409 Check the permissions before saving a real task. 00:01:23.639 --> 00:01:27.203 This fictional draft was cancelled without creating a task. 00:01:27.883 --> 00:01:33.317 For the real review, group by listing or use Table view and open only the client deal you may manage. 00:01:33.547 --> 00:01:36.612 Check next milestone, open request and reviewer. 00:01:36.842 --> 00:01:40.464 Keep evidence in its own room and deal context.