General

Introduction to DealWall

• Introduction

Registering to Use DealWall

• Self Registration
• Registering with DealWall by Invitation

Logging on to DealWall

• Logging In

Understanding the Home Page

• The Home Page
• Deal List View
• Working with an Account
• Working with Activities Pane
• The Services Menu

Understanding DealWall Views

• The DealWall View
• The Project Management View
• Working with Deal Team Pane
• Sharing Documents

Understanding the Birdseye View

• Working with Deal Team
• Working with Events Pane

Working with the Dashboard

• Dashboard Views
• Executive Dashboard
• Deals By Stage View
• Weekly Progression View
• Drill-Down Views

Working with Contacts

• Working with Contacts

Working with CRM Accounts

• Working with CRM Accounts

Working with Partner Accounts

• Working with Partner Accounts

Working with Deals

• Working with Deals
• Deal Workflow
• Working with the Deal Stages
• Working with Product Listing
• Working with Deal Partners
• Working with Deal Team

Collaboration and Communication in DealWall

• Sharing Documents
• Collaboration and Communication from Within DealWall
• Working With Emails
• Working With Calendar Invites / Events

Product News & Updates

• DealWall for Android is here!!!!
• iPhone support added!
• DealWall on Apple App Store updated