WEBVTT 00:00:00.000 --> 00:00:04.226 Your client reached offer and LOI discussion and needs to see what remains. 00:00:04.456 --> 00:00:07.509 Find the opportunity in Deal Room and inspect stage. 00:00:07.739 --> 00:00:13.916 The list is navigation, not proof that the LOI is agreed, funds are available or diligence approved. 00:00:14.146 --> 00:00:19.301 Begin with the actual milestone and evidence rather than assuming a filter has completed work. 00:00:19.981 --> 00:00:21.780 Open Filters in Deal Room. 00:00:22.010 --> 00:00:34.096 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. 00:00:34.326 --> 00:00:36.625 Combine these with Search to find work. 00:00:36.855 --> 00:00:42.405 A filter changes the displayed list; it does not advance, sign off or approve the deal. 00:00:43.085 --> 00:00:48.054 In a permitted result, choose Open deal and review the checklist and the next required item. 00:00:48.284 --> 00:00:52.440 The deal offers Answer questions, Create a task and Documents. 00:00:52.670 --> 00:00:57.012 Later stages can stay locked until earlier required items are complete. 00:00:57.242 --> 00:01:01.341 Use the checklist to identify the evidence and responsible side. 00:01:01.571 --> 00:01:05.019 A progress percentage is not a probability of closing. 00:01:05.699 --> 00:01:09.275 Open Tasks and Add Task, or use Create a task. 00:01:09.505 --> 00:01:12.233 Give the action a precise name and description. 00:01:12.463 --> 00:01:17.409 Review Status, Assignee, Due date, Priority and Owner side. 00:01:17.639 --> 00:01:23.722 Match the responsible side to the actual evidence requirement; the organiser’s example shows Seller. 00:01:23.952 --> 00:01:26.646 Check the permissions before saving a real task. 00:01:26.876 --> 00:01:30.301 This fictional draft was cancelled without creating a task. 00:01:30.981 --> 00:01:35.996 Compare the agreed LOI with open finance, legal and diligence requirements. 00:01:36.226 --> 00:01:39.942 Ask the responsible authorised party to resolve each condition. 00:01:40.172 --> 00:01:43.039 A completed task differs from contractual approval.