How do I close a deal as an admin?
Admins can close the deal from the dashboard in the Deals module. The subscription form will no longer be possible to sign after you close the deal. Send an update to notify your investors that the deal is closed for further subscriptions and that you will come back with more details on payments etc.
The best practice to close a deal is to follow these two steps:
- First, click the ‘Export subscription forms’ button in the Deals module under the section ‘invited participants.’ You will receive a ZIP file by email with all your investor’s subscription forms.
- Simply click the ‘Close deal’ button in the top right corner of your dashboard in the Deals module.
FYI: You can still find the subscription forms after closing the deal.