This article covers using the report function to build a deal book, which is commonly done at the end of a deal before the transaction is closed.
This report is only accessible to members of the room owner's team.
- Select 'Reports', from the left hand menu, and then select 'Build Deal Book'.
- Select the areas of the deal room, to include in the report, and then select 'Submit'.
- A link, to download the report, will be emailed to the user.
- The user has to be logged in to the platform to be able to download the report from the link.
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