New Deal Guide
Blooma has simplified the workflow for managing a deal. Users can quickly see which tasks are still outstanding, and clicking on the task will take them directly to the open task. This new Deal Guide can be accessed from the footer of the Deal Summary.
The Deal Guide includes direct hyperlinks to each task/function related page. If the Deal Guide is not visible, click on the deal completion % bar or arrow, and it will reappear:
As tasks are completed, users can see how “complete” the deal is. If you want to hide this guide, you can simply close it with the 'x', and re-open it by clicking the progress bar or arrow on the footer (bottom right).
Clicking on the task will mark the task as complete. If users want to revisit a task, they can click the task again and it will take them back to the appropriate page.
Bulk Deal Document Upload
Within the Deal Guide, users are also able to upload all documents related to the deal, streamlining the document upload process through a centralized location.
Every collateral and contact will be visible on this modal, and when a document is uploaded, the upload button will be replaced with a checkmark. If a user has an updated document, they can reupload a document. When these documents are uploaded, they are sent to Blooma's Intelligent AI where they will be reviewed and released to the user once parsed.
Within the Bulk Upload view, users can see which documents have been uploaded and which are still required.