What is the path at the top of the Deal record page?
The path at the top of the Deal record page shows the stage of the deal, providing a visualization of where you are in the deal process. Each segment in the path corresponds to a value in the “stage” field. To move the deal to a new stage, click on the desired segment and then click the blue “mark as current stage” button to the right of the path.
How can I view details about this record?
When accessing a deal page, the Acuity tab will load by default, providing you with relationship intelligence related to that deal. To edit the specific details of the record, click on the “Details” tab from the tab menu at the top of the page.
How can I change the status of this deal?
From the pipeline at the top of the deal page, you can click on the desired segment and then click the blue “mark as current stage” button to the right of the pipeline. Alternately, you can edit the “stage” field which is located in the “details” tab of the deal page.
Can I add this Deal to a theme?
When researching deals to add to a theme, you can use the research tool to search for deals related to a certain keyword or phrase. Once you have found relevant deals, you can add them to a specific theme.
See: Research (Themes)
Sometimes, such as when a new deal is created, you may know that it should be included in a specific theme. In this case, you can add the deal to a theme by clicking the “Add to Theme” button in the top right of the page and following the prompts to attach the deal to the correct theme.
How can I see where the Deal is associated with Firms and People?
The left side of the Acuity tab on the deals page has the “Tagged” section which displays companies and people tagged in interactions related to the deal. The “Firms” and “Contacts” sections show relevant companies and people, respectively.
The number displayed on the right side of this column indicates the number of interactions that the record and this deal have both been tagged in. The records on this page are sorted by this column, and you can click on this number to view the interactions.
What does the “Deals” tab in the tagged Section show me?
The Deals tab displays similar deals mentioned in conversations with Investment Bankers and other advisors/experts alongside the deal you are viewing.
The number displayed on the right side of this column indicates the number of interactions that the record and this deal have both been tagged in. The records on this page are sorted by this column, and you can click on this number to view the interactions.
Where can I see the conversations surrounding this deal?
The interactions displayed in the “interactions” on this page are all meetings and emails in which the deal has been tagged. This provides a comprehensive record of all the conversations related to this deal that have occurred across your team.
How can I review recent interactions?
You can see these from the “Interactions” section on the top of the contact record page. Here, you will see the four most recent interactions, but you can see the full interactions by clicking the “View All” button in the bottom right of this section. Click on the subject of any interaction to view the full interaction details.
How can I enter new Interactions?
Navatar gathers a significant amount of interaction data from Outlook, but occasionally interactions may occur outside of Outlook, such as a phone call or a chance encounter at a coffee shop. To include these interactions in the record, click the “Draft” button located in the top-right corner of the “Interactions” section on any Contact record page.
How can I add meeting notes to an existing interaction?
From the Interactions Window
From the interactions section, you’ll be able to see which of the four most recent interactions do not have notes attached because they will have a blue “Add notes” button on the interaction card. Click this button to add notes.
From View All
To view all interactions linked to this deal, click “View All” in the bottom-right corner of the “Interactions” section. Note that interactions without attached notes will have a blank “Details” column. To add notes, select the subject name to open the meeting note window, then click “Edit” in the top-right corner.
How can I see what themes and clips have been tagged to this record?
The left side of the deal page contains the “Tagged” section. Here, you can view records that have been tagged in interactions with this Deal, as well as any Themes or Clips that this firm is a part of. The “Themes” and “Clips” columns in this section allow you to view these connections.
Can I view Deals on Mobile?
From the Navatar Mobile app, you will be able to see any items that are directly related to the Deal, such as Interactions and Deal Team members. You will only be able to see the tagged section from the main Navatar site.