Owners
Selling / Raising

Message buyers and follow up on a deal

Use the deal conversation for specific questions and follow-ups.

Use the deal conversation for specific questions and follow-ups.

Before you start

Open a relationship for which messaging is available.

Steps

  1. Open the buyer's deal drawer and select Messages.

  2. Read the existing thread so your follow-up addresses the latest discussion.

  3. Write a specific question or next step, check the available recipients, and send the message.

  4. Confirm it appears in the history. Record a negotiation-stage change separately when appropriate.

What happens next

Your correspondence stays with the deal. A message does not automatically record an IOI, LOI, or closing milestone.

Common problems

A project-level engagement restriction can prevent new messages or bulk follow-up actions. Read the error before retrying. Do not treat no response as a delivery confirmation or send repeated copies after a slow page response.

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