Create and open deals from the portfolio

Use the Deals page to create new deals and open existing deal workspaces.

Create a deal

1. Open the Deals page.
2. Select New deal.
3. Reia creates an Untitled deal.
4. The new deal opens in the deal workspace.

If you are inside a folder when you select New deal, Reia creates the deal in that folder.

Open a deal

To open an existing deal, select the deal row from the Deals page. The table is sorted by most recent activity and shows Deal, Asset, Scope, Placement, Updated, and Actions.

Use Recent in the portfolio sidebar when you want a short list of recently updated deals.