How do I create a Deal?
Here’s some guidance to learning the system. One of the first things any new Angelsoft user needs to do is log deals in the system. To do this, login in and navigate to your group’s deal list by clicking My Groups. Notice that there is a row of buttons on the Deal List starting with New Deal, Move Deals, and Send Deal Alert.
Click New Deal. You will notice that there are several options for creating a deal:
- Follow these simple instructions to Email a Deal to the “newsubmissions” inbox.
- Type the Company Name, and then choose from the following options.
1. click Save to log the deal and move on.2. click Edit Profile to log the deal and add more details such as contact info.
3. click Invite Entrepreneur to log the deal and send the entrepreneur an email to fill out their Executive One Pager.
- A username and password will be generated for the entrepreneur.
- You may alter the message in the invitation (and save your alterations for future.
- Inviting the entrepreneur will waive your group’s application fee.
Ryan Pipkin :: Feb.14.2008
Angel Group Manager, Angel Investor, FAQ, HowTo, Investor Tutorials, Tutorials
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•Follow these simple instructions to Email a Deal to the “newsubmissions” inbox.
•Type the Company Name, and then choose from the following options.
1. click Save to log the deal and move on.
2. click Edit Profile to log the deal and add more details such as contact info.
3. click Invite Entrepreneur to log the deal and send the entrepreneur an email to fill out their Executive One Pager.
thanks for letttin me know how to do dis i appreciate it
I love your site and the article is useful!