by Mike Perlongo | Apr 11, 2023
How can I view details about this Fund? When accessing a deal page, the Acuity tab will load by default, providing you with relationship intelligence related to that fund. To edit the specific details of the record, click on the “Details” tab from the tab...
by Mike Perlongo | Apr 11, 2023
What is the Deal Team? The Deal Team allows you to keep stock of the people associated with Deal processes both within your firm and externally. This could include members of your team who are managing the deal, intermediaries who sourced the deal and/or are advising...
by Mike Perlongo | Apr 11, 2023
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”...
by Mike Perlongo | Apr 11, 2023
How can I create a deal when I receive a teaser in Outlook? When you receive a teaser via email, you can easily create the deal in Navatar using the Outlook Connector. If the system detects the deal, it will suggest creating it in the “Suggested Record”...
by Mike Perlongo | Apr 11, 2023
How can I see where the contact is associated with regards to deals? The “Acuity” tab on the contact record page displays the contact’s relationships to deals and fundraisings in the system. The “Deals” section shows any deals the contact...
