Create or open a deal

Create and open deals from the Deals page. The Deals page is the portfolio entry point for moving from a pipeline lens into a live deal workspace.

Create a deal

Select New deal. 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 row actions. Scope helps you see whether the deal is Mine, Shared, or Guest. Placement shows folder context, or Unfiled when the deal is not in a folder.

Use Recent in the portfolio sidebar when you want a short list of recently updated deals before deciding what to open next.