New Deal Using Upload

To create a new deal by uploading a spreadsheet:

1. From the side menu, choose Upload and Download.
2. Select the Download Blank tab.
3. Choose Template Source > Deals Management > Deal.
4. Click Download.
5. Populate the Deal Details in the downloaded spreadsheet.
6. Upload the Deal using the Deals Management screen or in the Upload and Download screen:
   1. Select the Upload tab.
   2. Choose Template Source > Deals Management > Deal.
   3. Choose the file.
   4. Click Upload.