Course curriculum

  • 1


    • Welcome from ProDeal's customer success team

    • Introduction and what to expect

  • 2

    ProDeal overview

    • Why use ProDeal?

    • What if I have a question?

    • ProDeal Overview Quiz

  • 3

    Getting started

    • Getting started - overview

    • How to create your ProDeal account?

    • Navigating the dashboard

    • Navigating a Room

    • Room creation and configuration

    • Teams and Roles

    • Notifications

    • Getting started quiz

  • 4

    Managing the Checklist & Your Documents

    • Uploading and Downloading documents

    • Notes and Communication

    • Managing Statuses and Checklists

    • Filtering & Searching

    • Workflows and Managing Checklist & Documents quiz

  • 5

    Understanding the Advanced Features

    • Overview

    • Access Management

    • Room and Data export

    • Uploading and sharing data: fast and secure

    • Room and document security features

    • Using Room Custom Attributes

    • Understanding the Advanced Features quiz

  • 6

    Common Issues and Questions

    • Top FAQ Guide

Transaction Managers rely on organization and efficiency

ProDeal has modernized the way our users are closing deals by taking the old way of doing things and creating a better way.  If you are looking for greater efficiency, less reliance on email chains or improved organization, this course is for you. 

In this course you will learn:

  • The basics of managing deals on ProDeal
  • How to securely track all deal documents, tasks and deliverables
  • How to get rid of endless email chains
  • How to effortlessly communicate with clients and partners