Professional Edition

Help for DealMaker360 Professional Edition

How do I invite a client?
To invite a client selling their business click on Manage Invites from the sidebar menu Make sure you have the Clients tab selected. Enter the clien...
Wed, 6 Mar, 2019 at 1:12 PM
How do I invite a buyer?
Before you invite a buyer you will need to invite a client and have them complete registration. When inviting a buyer you can specify the specific client de...
Wed, 6 Mar, 2019 at 1:19 PM
Deal Switcher
Overview   A user account can be attached to multiple businesses with different roles. The Deal Switcher tool is located at the top of the page and will l...
Fri, 11 Jan, 2019 at 7:28 PM
Your Deals Summary
Overview      Otherwise known as the deal agnostic dashboard, this section will show you all current deals in progress and any important actions that need...
Fri, 11 Jan, 2019 at 7:34 PM
Manage Deals
Overview      Manage the deals you are participating in. Deactivated deals will not count toward your account's limit and will not show in the deal-s...
Fri, 11 Jan, 2019 at 7:38 PM