Built-in work, on a person's task
Berchtold prepares transaction emails, checks and documents on the deal's tasks. A person owns each task and decides what goes out.
Transaction work no longer comes from a separate assistant. It happens on the deal's tasks, and each task belongs to a person.
The email on the task
Berchtold prepares a task's email 3 days before the task is due. Open the task to read it under Prepared for you.
- Facts come from the deal. A missing fact shows in a dashed box, so you can fix it first.
- Until you edit it, the email follows the deal. Change a deal field and the email changes too.
- Select Send to send it in the deal owner's name, or Don't send to close the task as Not sent.
How each kind of work runs
Each kind of work has a How it runs setting in Transaction settings. When you approve an email many times in a row, an admin can let it send on its own.
One line per email on the deal
The deal's Messages shows one line for each email, with where it is.