Deal Map Support

Getting Started 4

• Signing Up for a Deal Map Account
• What is Deal Map?
• Creating a Deal Map test account with Xero
• Bulk Uploading Transactions & Deals

Your account 4

• Changing account details
• Connecting to Xero
• Logging in to your account
• Changing your Password

Privacy & Security 3

• Information safety and security
• Email-marketing
• Service related announcements

Deals 4

• What is a "Deal" in Deal Map
• Creating a Deal
• Create Deal Manually
• Create a Deal from a Template

Dashboard 1

• Using the Dashboard

Deal Mapper 1

• How do I use the Deal Mapper?

Deal Templates 2

• Using Deal Templates
• Creating a Custom Template

Reports 1

• Using Reports

Transactions 1

• Creating a New Transaction

Invoice Payments 1

• Using Invoice Payments

Security & Users 2

• User Role Level Permissions
• Inviting someone to Deal Map

Organization Settings 1

• Change Invoices/Direct Payment Default

Contacts 1

• Creating a New Contact

Financial Accounts 0

Transaction Categories 0

Payment Types 0

Map Chart of Accounts 0

Map Transaction Categories 0

Connection Settings 1

• Xero & Deal Map: Data Flow Diagram