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Step-by-step guides, walkthroughs and answers to common questions about DealSherpa, DealFuse and DealSign.
Results for "Deal analysis"
Start on the dashboardOpen DealFuse → Dashboard. It's your command center: new leads, follow-ups due, your pipeline, deals under contract and signed. Send contract, Schedule and New lead are in the top right.Your DealFuse workflow, step by step→Update the deal numbersOn the lead, fill in Deal Numbers (ARV, rehab estimate, offer price) and click Save Deal Numbers. Potential profit fills in, so you know your offer the next time you open the lead.Your DealFuse workflow, step by step→Bring your leads over from another CRMGo to DealFuse → Leads → Import from another CRM and drop in the CSV your old CRM exports. Check the column matches, then click Import. Stages, tags, notes and to-dos come across on the same dates.Your DealFuse workflow, step by step→Move deals along in the CRM PipelineOpen CRM Pipeline in the left menu. Each lead is a card and each column is a stage, so drag a card to the next column as the deal moves. Lead Management is where new leads start; Acquisitions, Transactions, Wholesale, Flips and Rentals are the other boards.Your DealFuse CRM, step by step→Send contracts with DealSignClick "Send for Signature" in the left menu to open DealSign. Use Get Signatures to send a contract out, Sign a Document to sign one yourself, or Use a Template to reuse a contract you send often.Your DealFuse CRM, step by step→Add DealSherpa to your iPhoneOn iPhone: open dealsherpa.app in Safari and sign in, tap ••• next to the address bar → Share → View More → Add to Home Screen → Add. On Android: Chrome → ⋮ → Install app. Open DealSherpa from the new icon.Put DealSherpa on your phone→Add DealSherpa to your Android phoneOn Android: open dealsherpa.app in Chrome and sign in, tap ⋮ (top right), then Install app or Add to Home screen → Install. On iPhone: Safari → Share → Add to Home Screen. Open DealSherpa from the new icon.Put DealSherpa on your phone→Can't find what you need?
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