Add a Deal

Add any deal directly in the workspace through the Deal Tab.

Deals can be added to a workspace in a number of ways. 

• In bulk, via import
• From Outlook
• Or directly into any view in the workspace. 
  
  

Below are instructions for the 4 methods to add a deal from within TermSheet. 

📑 Learn to:

• Add a Deal in TermSheet

  > Enter Details

  > By URL

  > Upload OM

  > Select on Map

💡 Things to Consider:

⚙️ Steps

Add a Deal in TermSheet

1. Select Deals from the workspace header, then select All Deals.

2. Select a Static View. The deal will be created within the Static View that is selected in the sidebar.

3. Select "Add" from the upper right corner.

4. Select an option from the dropdown.

➕Enter Details - Add Deal Form

1. Enter a Deal Name - Take care to create a name that will differentiate this deal in a list view.

2. Select a Deal Layout Template to apply.

3. Begin typing an address associated to this deal.
   If the address is recognized as a property that already exists in the workspace, it will be listed in orange at the top of the list.
   If the address is not recognized as a property that already exists in the workspace, TermSheet will search Google for the address via Google Places and display a list in black below the existing properties. 
   

    

4. To add additional addresses to the deal, select the + icon. 

    

5. Add any other required deal information. The fields on the form may differ from workspace to workspace since each workspace can have custom fields added to the form. 

6. Select Save. 
7. If there are any addresses in the deal that already exist in another deal, a warning will appear. To review the deals with the potential duplicate addresses, select the "open in new tab" icon.
8. If an address was entered in error, select "No" to return to the form and make corrections. To remove an address, select the - icon.
9. Select Save (or select Yes in the duplicate deal warning message if applicable) to create the deal in the workspace. The addresses will be visible in the Locations panel.

➕By URL

1. Copy the listing URL from Loopnet, Crexi, or Zillow.

2. Enter the URL into the field, then select "Save"

3. The deal will be created in TermSheet. Use the pop up window to enter any relevant information that did not populate automatically.

   

4. To open the deal in the deal layout in TermSheet, select the icon in the upper right corner.

   

📤Upload OM

1. Select the Upload OM option and the file explorer on the device will open. Select the file, then select "Upload".

2. The file will open into a screen to allow you to review.

3. Enter a Deal Name, Property Type, and Deal Layout from the dropdown fields in the right sidebar. These are required fields.

4. Next, within the body of the document, highlight information that should be added to the deal details. Once the text is highlighted, a menu of fields will appear. Select one of the fields to auto populate the text into the selected field.

   

5. Select Save to finish uploading the deal to TermSheet. The OM will be added to the Deal Level Files tab.

🌐Select on Map

1. The "Select on Map" option will open a map view where any parcel can be selected. Once selected the address will populate into the property field.

2. Enter a Deal Name, Property Type, and Deal Layout from the dropdown fields in the right sidebar. These are required fields.

3. Select Save to create the new deal.