My Deals

Navigation

Once you have created at least one deal, a sidebar navigation option will appear on the left (or top, if on a mobile device). You can select the “Activity” tab to see the social feed. Or you can click the “My Deals” tab to see an overview of your deals. From this page, you can create a new deal, or you can search through and quickly navigate to any of your existing deals.

Deal Performance

In the “Deal Performance” section, you’ll see aggregate data across all of your deals. If you’ve yet to send outreach, you’ll see a prompt to create a contact list and design a teaser to send. Once your deal leads start interacting with your outreach campaigns, the five most recent actions of note will appear here. At the bottom of the section, you’ll be able to see the total number of new passes, CAs signed, and page views as of the beginning of the week (Monday).

Deal Launch Checklist

If you have a deal that’s still marked with a visibility of “hidden” (vs. “listed”/“unlisted”), you’ll see a checklist to guide you through the steps for launching a deal on Revere. This same checklist appears on the edit page of every deal regardless deal visibility. The checklist contains links to actions, and most checkboxes will be checked off automatically for you upon completion of the task.

Invite Colleagues to Revere

From this page, you’ll also be able to invite colleagues to revere. If you prefer to bulk upload contacts, navigate to the extended email invite section under the “Activity” tab, where you'll see additional options to invite colleagues.

Pending CA Approval Workflow

If you’ve chosen a manual CA approval workflow (vs. automatic), you’ll see any signed CAs still pending your approval. Click on the lead's name to open the lead's information, where you can approve or deny the CA.