User Guide
A comprehensive manual that helps you master a specific functionality or activity in DealTrack.
Learn the basics
- Join your team
- Create a password
- Log in to DealTrack
- Search DealTrack
- Change your password
- Access DealTrack Help
Manage schemes
- Overview
- Create a scheme
- Configure a scheme
- Add terms items to a scheme
- Edit a scheme’s settings and terms
- Manage manual approval workflow
Manage deals
- Overview
- Create a deal
- Configure a deal
- Configure a deal mechanism
- Assign dimension items
- Edit a deal
Generate reports
Reconcile cash
- Overview
- Generate a debtors report
- Generate a payment allocation report
- Record a receipt
- Manage your receipts
- Allocate a payment