Deals

  • Participants login

    Invite outside clients to view your deals using ClientLook. See how easy it is to collaborate.

  • Invite deal participants

    Invite outside participants (like clients) to join your deal to collaborate online.

  • Deal activities

    Learn how to add activities to your deals in ClientLook.

  • Groups for deals

    Subdivide your deals for more efficient management using groups.

  • Searching for deals

    How to create searches for deals within ClientLook.

  • View your deals

    View all the deals you’ve created or that you’ve been assigned to in ClientLook.

  • Log deal updates

    Log updates to track activities, files and email for your deals.

  • Link email to deals

    Learn how to link email from any source to your ClientLook deals.

  • Create offline reports

    Learn how to create offline reports for contacts, companies and deals.

  • Add a new deal

    Add a new deal to track any type of transaction or assignment.