Create a Deal
1. Next under the "Sponsors" feature, is the "Deals" section. It is the first one on the list.
2. This is your deals page, and where your sponsors will populate once they've applied to your application(s). Some sponsors don't need to apply through an application (like a big corporation, for example). In that case you can create a new deal manually by clicking on the blue + New Deal button at the top right corner of the page.
3. This is the deal creation page. In addition to some basic information such as deal name, owner, and amount, and close date, other aspects are highlighted for further explanation.
Stage: indicates what stage of the deal you are in, from prospecting to closed (won or lost).
Type: indicates if the sponsor is new or existing, if you've worked with them before.
Visibility: allows you to hide sponsor business name/logo from the public, or not. This is useful if the sponsor prefers to remain anonymous until the day of the event.
Payout Method: indicates how you would like to receive payment.
When you are finished, click the blue ✔ Save button at the top right corner of the page.
4. As you scroll down, you will see various sections that allow you to add more information to the submission such as deliverable, invoices, contracts, tickets, booths/spaces, and office notes.
To add to one of these sections, click the blue corresponding buttons at the top right corner of each one.
Deal Options
1. Last on the deals page is the options drop-down menu. At the top right corner of the page, there are four options to choose from: export, group message, manage tags, and filter.
Embed: allows you to embed the information from your deals on an external web page.
Export: allows you to export your deals submissions including payment information into an Excel spreadsheet.
Group Message: allows you to message all or some of your sponsors at the same time to avoid sending everyone the same message multiple times.
Manage Tags: allows to edit or remove tags from submissions.
Filter: filter your deals by status and stage.
Deliverables
1. Last, under the sponsors feature is the "Deliverables" section. It is the last one on the list.
2. This is your deliverables page. Any deliverables you create will populate here for you to assign to deals (sponsors). To create a new deliverable, click the blue + New Deliverable button in the top right corner.
3. Title and describe your deliverable and click the blue ✔ Save button at the top right corner when you're finished. You can edit or delete the deliverable at any time by clicking one of the two icons to the right of the deliverable.