Understanding the dashboard

The dashboard is the first place you see upon logging in. It is considered the “homepage” of your DealTap account. Let’s take a look at understanding its core sections:

  1. New Deal: Create a new deal by adding OREA forms and/or uploading files
  2. New Deal From Existing: Clone or duplicate an existing deal
  3. My Documents: View all your files and folders
  4. Need help?: Your quick link to support articles and resources. Also allows you to access or disable intelligent alerts and guidance pop-up windows

Screen Shot 2016-12-14 at 11.04.00 AM

ok-xxl Deal Tip: The dashboard can be easily accessed by clicking the “Home” icon in the side menu