How to link Communities and deals

Overview

Communities can be established to correspond with particular deals. This provides users involved in investment opportunities with a forum to engage and discuss the latest topics around the deal. 

Only users with the appropriate permissions—those with access to communities and the ability to manage deals—can create and link communities to deals.

This help article covers:

• Linking a Community within a deal 

• Linked to a deal within a Community 

How to link a Community within a deal 

Starting on the home page. Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar.

Select My Deals, which will take you to the Explore Deals screen.

Select the deal that you would like to add a Community to. 

Open the Communities tab within the deal. Here you have the option to either add an existing Community or create a new one. 

Note - For Hidden communities, linking the Community to a deal enables users to view the Community when accessing the Communities tab of the linked deal.

How to link a deal within a Community 

Click the hamburger icon (≡) to open the menu. The menu opens in a left-hand sidebar.

Select Communities.

Choose the Community you want to add a deal to. You can find your Communities listed in the My Communities box on the right.

Select the community to which you'd like to add a deal, then click on the Manage button.

After clicking the Manage button, a pop-up will appear, enabling you to select the deals you wish to link with your community. Once you've chosen all the desired deals, simply press the Submit button.