What the tour covers
The dashboard, the pipeline, a new lead and its record, notes and to-dos, texting, and where the contract button sits. A DealSign-only tour is next on the list.
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DealFuse walkthrough
A short tour of the CRM DealSign plugs into: leads, records, texting and the offer button.
VideoUpdated October 20263 min watch
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Guide · 4 min read
How DealSign works, step by step
From a deal to a signed purchase agreement without leaving DealSherpa: create the offer, send it, get it signed, keep the record.
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Help article · 2 min read
Send contracts to sign from DealFuse
DealSign sits inside the DealFuse menu. Send a contract out, sign one yourself, or reuse a template without leaving the CRM.
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