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Managing Deals

Learn to create and configure Deals in ToltIQ, manage privacy settings (Firm-Wide vs. Private), invite team members to private Deals, organize Deals using pins and filters, archive inactive Deals, and share Deal access with your team.

Written by Maya Boeye
Updated over 5 months ago

Creating a New Deal

How can I set up a new Deal in ToltIQ?

To create a new Deal in ToltIQ, follow these steps:

  1. Navigate to the Deals page and click the blue

    "+ Create Deal" button in the top right corner of the screen

  2. Enter a unique name for your Deal

  3. Optionally add a Deal Code, Description, or Ticker to provide additional context for your team

  4. Select your Deal Type

  5. Choose the Deal's privacy settings (Firm-Wide or Private)

  6. Click "Create Deal" to finalize creation

Once created, you'll be automatically directed to the Documents page where you can begin uploading documents.

Deal Privacy Settings

What does Firm-Wide vs. Private mean for Deals?

ToltIQ offers two privacy settings for Deals:

Firm-Wide: All users within your company can view the Deal's activity and uploaded documents. Firm-Wide Deals can contain private Chats that are only visible to their creator, while Deal Team Chats are visible to everyone but can only be edited by their creator.

Private: Only the user who created the Deal or users they've explicitly invited can view the activity within the Deal.

How do I change a Deal from Private to Firm-Wide or Firm-Wide to Private?

To modify a Deal's privacy settings:

  1. From the Deals page, select the three-dot menu in the top right corner of the Deal

  2. Choose either "Make Private" or "Make Firm-Wide"

Note: You can only edit Deals that you created. The three-dot menu will not be available for Deals created by other team members. The current privacy status is indicated by a Lock icon in the bottom right of the Deal box.

How do I invite a team member to a private Deal?

To invite team members to a private Deal:

  1. Click the three-dot menu in the top right corner of the Deal

  2. Choose "Control User Access" (this option is only available for private Deals)

  3. Select the users you want to include in the Deal

  4. Click "Save"

The selected users will automatically have access to the Deal once saved.

Organizing and Managing Deals

Can I "Pin" a Deal?

Yes, ToltIQ offers a Pin feature to help you easily access Deals you work with regularly.

To pin a Deal, select the Pin icon on the top right of the Deal box, next to the three-dot menu.

How can I sort through Deals on the Deals page?

ToltIQ provides several sorting and filtering options at the top of the Deals page:

Sort By: Newest, Name A-Z, and Owner

Search: Search by Deal Name

View As: Toggle between grid and table view

Filter Options:

  • All Deals: Displays all Deals you have access to, including Firm-Wide, Private, and shared Private Deals

  • My Deals: Displays only Deals that you created

  • Archived: Displays all archived Deals

  • Shared with Me: Displays Deals that other users have shared with you

  • Vaults: Displays your vaults

How do I archive a Deal?

To archive a Deal you are no longer actively working on:

  1. Click the three-dot menu in the top right corner of the Deal

  2. Choose "Archive Deal"

Note: You can only archive Deals that you created. Once archived, the Deal's status in the top-left corner will change from "Active" to "Archived," and it will be removed from the All Deals view.

How do I share a Deal with other users?

To share a Deal with other users, simply copy the Deal's URL from your browser and send it to the user. The recipient must have access to the Deal (either because it's a Firm-Wide Deal or because you've granted them access to a Private Deal) to view it.

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