Owners
Account & Settings

Add closed transactions and tombstones

Prepare a transaction summary when recording a completed deal.

Prepare a transaction summary when recording a completed deal.

Before you start

Use an actual closed transaction and only information you have permission to disclose.

Steps

  1. Open the appropriate close-deal flow for the completed relationship.

  2. Choose the transaction type and closing date and review the company name.

  3. Use Make this company anonymous if appropriate, and inspect the tombstone preview.

  4. Add the optional transaction details you can disclose and confirm the tombstone action.

What happens next

The transaction information is saved with the deal. This is not a bulk-upload workflow, and the saved summary is not a guarantee that it will immediately appear on every public profile.

Common problems

The public company page's Track Record section is currently disabled. Do not promise public display or counterparty consent based solely on the dialog's preview. Ask support to clarify publication or correct an inaccurate transaction.

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Send a clear support request using Dealflow's existing contact address.

Still need a hand?

Contact the Dealflow team for help with your account or a transaction.

Contact support