Steps

Steps Page
Overview       The Steps page gives the user the option to manually switch between any unlocked Steps. Steps that are grayed out with a lock have not yet ...
Fri, 11 Jan, 2019 at 1:33 PM
Activity List
Overview The DealMaker360 Activity page gives you a list of all Activities in the current step. Once all Activities are completed or ignored, the next S...
Fri, 11 Jan, 2019 at 1:56 PM
Activities
Overview   DealMaker360 has a list of Activities associated with each Step. The following are the four types of Activities: Simple: A simple Activity...
Fri, 11 Jan, 2019 at 1:51 PM
Do I have to complete all tasks?
You are not required to complete all tasks within a step. Tasks that are not neccessary or do not apply to the business can be ignored. To ignore a task...
Tue, 5 Mar, 2019 at 6:19 PM
How do I assign a task?
To assign a task click the down arrow button on the task you'd like to assign to someone else. Once you click the button you will see the Assign option...
Wed, 6 Mar, 2019 at 4:07 PM
How to change a file from 'Draft' to 'Final'?
When a file is uploaded, it is marked as 'Draft'. The task can not be completed until the the file is marked as 'Final'. To update t...
Wed, 6 Mar, 2019 at 4:54 PM
How do I cancel a transaction?
Use the Halt Transaction tool.  This is where you permanently stop a transaction. You will not be able to recover data from any documents referencing this t...
Wed, 6 Mar, 2019 at 5:44 PM