Marking Sections as Completed

When you have completed the Financial tab section or any other section under the Process Deal tab, you can click the red check mark in the upper left or right corner.

A red check mark will appear on the folder tab you have just completed at the top of the window. The software will automatically move you to the next tab on the screen under the Process Deal tab. This way you can quickly browse the tabs across the top to see what sections you still need to complete if you should walk away or need to save the deal and recall it later.