Welcome to Deal+!
This article will guide you through setting up your instance of Deal+. The Deal+ platform is an extension of the base Midaxo platform, Pipeline+. So the first thing you'll need to do is go through this article: Getting Started with Pipeline+ so that the CRM and pipeline tracking elements of Deal+ can be explained.
Once you get things set up from a pipeline perspective, hop into this video which gives an overview of the tasks, deal room, Q&A, and permissioning functionality:
Getting More Depth
In addition to the video above, there are a few specific sections of this knowledge base to bookmark: Tasks, Deal Room, and Slides. In those sections, you will find articles such as these:
Uploading Documents to the VDR
Moving Documents from One Task to Another
There are also dozens more articles to help you navigate everything Deal+ and Midaxo+ have to offer.
If you still need more help, you are more than welcome to reach out directly to your customer success manager, send email to email@example.com, or fill out the form in the "Help" widget below for further assistance.