Joined a team that's already using TermSheet? Let us help you get ramped up!
Congratulations! You've joined a team using TermSheet! Now What?
The Basics
Access
New users must be invited to a TermSheet workspace. If you have not been invited to the workspace, reach out to the account admin.
When you have been invited to a workspace, you will receive an email, instructing you to set up your login credentials.
Deals
The Deal tab is the power house of TermSheet. Every deal in the account lives here.
Select the Deal Tab and use the dropdown menu to quickly navigate to spaces within Deals
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All Views - Get dropped onto the default view or deal homepage in the account.
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Views - Select a specific view to jump into by selecting "View Pipeline Deals" or select a recently viewed deal from that view.
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Recent Deals - Jump to a recently viewed deal from any Deal View.
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Favorites - Star deals you are accessing frequently to find them here in the favorites shortcut.
First Deliverables
Let TermSheet help get you back to doing the things you care about most, closing deals.
Automate Weekly Acquisitions Reports
Build custom PDF reports that do the work of aggregating deal data across pipelines for you. Then, schedule the reports to auto-send. PDF reports allow you to set it and forget it, taking the manual work out of pipeline reporting.
DocMerge
You've been meaning to put together that memo for your team but haven't found the time to sit down and do it. Let TermSheet do the work for you. Draft frequently used documents in just a few clicks.
Explore the Account
There is so much more to grow into as you explore more of TermSheet.
Tasks
Migrate your To-Do lists to TermSheet, eliminating siloed systems and bringing the team together under one roof. Task Lists can be created on the Deal Level for deal specific activities or on the Company level for general organizational to-dos.
CRM
Manage relationships with your contacts and vendors in TermSheet and easily view trends like "who has brought me the most business" "who has brought me the most deals that have closed" "who have I not talked to this quarter?" etc.
Best Practices for Relationship Management
Resources
We want to make it easier than ever to get questions answered. 
We’ve consolidated our support resources into the ‘?’ in the upper right hand corner of the platform, to make them easy to find and access.
- Subscribe to updates for Status Health.
- Chat with Us or Email Us to get in touch with the team directly.
- Access the Support Site for how-to articles and best practices.
- Stay up-to-date on platform updates with Releases.
- View video Training and subscribe for tutorial updates.
