In a commercial deal with multiple shareholders, how should it be entered?

• Related Articles

• How does deal sharing work if multiple brokers are involved or if a file is started by one and owned by another?

  Shared access is supported. The Primary Broker can add / remove sharing brokers and their sharing % and can change the primary broker on the deal. Sharing brokers other than the Primary Broker can view but can't change the broker team. Currently, ...

• Can users add their own folders or upload multiple docs per category?

  Folders are system-defined, but you can upload multiple files into each folder.

• How is the deal's stage changed?

  To change the deal stage, click the stage name in the bar across the top of the deal.

• How is a deal marked as lost?

  To move a deal to the Lost stage: Click the three ellipses in the top right of the screen and select Mark Deal as Lost. Select the appropriate Closure Reason from the dropdown menu (either Lost or Refused). If the deal is lost, select a specific ...

• Are Clients imported with the Deal?

  Yes, all clients will be created with the Deal in Veritas. If you only have one client on the deal, make sure to delete the second one that is automatically created in Scarlett, otherwise a second client will be created in Veritas with the name ...