Edit 'Add Deal' Form

Edit the 'Add Deal Form' to add or remove fields that are available when new deals are added to the workspace.

The "Add Deal" form in TermSheet has a short list of default fields including Deal Name, Deal Layout, and Property. Most organizations will have a list of information that is collected at the start of any deal workflow. Learn how to add TermSheet standard fields or custom fields to the deal form to leverage both in TermSheet and from Add-ins like Outlook.

📑 Learn To:

• Add Fields to Add Deal Form

• Remove Fields from Add Deal Form

💡 Things to Consider

⚙️ Steps

Add Fields to Add Deal Form

1. Select "Add" from the Deal Tab, then select "+Enter Details" to access the Add New Deal form.

   

2. Select the pencil icon from the upper right corner.

   

3. Select the plus icon from the last line of fields on the form.

   

4. Use the dropdown to browse existing fields by scrolling the list.

5. Select the field, then select the check icon to save the field. To cancel the action of adding the field, select the dash icon.

   

6. To reorder the list of fields, drag and drop the field by selecting the icon to the left of the field.

   

7. Repeat as many times as needed to custom fit the form to capture the data required.

Remove Fields from Add Deal Form

1. Select "Add" from the Deal Tab, then select "+Enter Details" to access the Add New Deal form.

   

2. Select the pencil icon from the upper right corner.

   

3.  Any fields that have been manually added to the form will have the plus/dash icon to the right of the field.

4.  Select the dash icon to remove any field.