Create or open a deal

Create or open deals from the Deals page.

Create a deal

1. Open the Deals page.
2. Select New deal.
3. Reia creates an Untitled deal and opens it 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

Select a deal row to open an existing deal workspace.

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.