Create a Deal

CREATE A DEAL

You can create deals of any type (ECM, DCM, M&A Buy-side, M&A Sell-side etc.) on Tier1 Deals with details that may be customized to your organization’s processes.

To create a deal within the Tier1 Deals.

1. Click on the orange plus button on the left top corner and select New Deal.

   

2. Enter required deal details, including the mandatory fields, for example account name, deal name, record type (type of deal), status, probability, industry and deal visibility.

   

3. Click Save to save the Deal.

You can also create and view a deal from a standalone page outside of the main application. Contact your administrator if you want to set this up.

CREATE A DEAL FROM TEMPLATE

If all your deals start with the same information, you can use templates to populate it once and then create deals from that template to save you time.

1. Click on the template icon on the top right corner to manage your template.

   

2. Manage your templates by giving it a name and pre-populating fields and then saving. Note when you populate a date field, it is the offset rather than the actual date.

3. Once saved, you can use the orange plus button to creates from a template. It will automatically populate the fields in that template, saving you time on creating a deal.