Manage the Deals Page / Pitch Deck Info

Learn how to update pitch deck details, manage project attachments, and organize collections in your project management dashboard.

June 1, 2026 By Brent del rosario

Here is how you can manage your pitch deck details, add collaborators, and browse collections within your workspace.

Navigating the Page

To easily jump from section to section, select the tabs underneath the title.

Deal Info

Step #2: Click the Pitch Deck Info tab to view the detailed project form. — Click the **Pitch Deck Info** tab to view the detailed project form.

Pitch Deck Section

Pitch Deck Section Field Info

Step #4: Below is a snapshot of the Pitch Deck Info section. Descriptions below the image. — Below is a snapshot of the Pitch Deck Info section. Descriptions below the image.

Field Name	Description	Notes
Deal Stage*	Current deck stage	This is important to keep up to date as there are many
Start Date	Date Starts	Reserved for whomever is working on adding looks to the deck
Due Date	Due Date	Delivery date
Deck Owner**	User most responsible for building deck & direction	Also responsible for keeping Pitch Deck Status updated and current
Deck Collaborators**	Collaborative Users	Either by adding looks or consulting
Book Designer	Book Designer	Someone from Art that will build the deliverable
Project Attachments	All files related to the pitch	Logos, Inspiration, Brand guides, etc.
Book Attachment	Pitch Deliverable	You can annotate, and comment on these
Deck Description	Main field for Info & Direction	Scope of work based on discovery and review meetings.

* Deal Stage must always stay current. There are critical rules and automations based on this status. For example, in order to add Looks, the pitch deck must be In Progress.

** Deck owners and collaborators are the only people that can add looks to decks. There are critical rules and automations based on this status. For example, in order to add Looks, the current user must be either the owner or a collaborator.

Collections

Collections are how you organize a pitch deck. They are made up of Positions and Sub-Collections.

Main Actions

Step #6: Click on Create Collection to create a new collection. A form will pop up with relevant info to create a new collection. — **Click** on **Create Collection** to create a new collection. A form will pop up with relevant info to create a new collection.

Step #7: Hover and Click on Open to open a collection. — **Hover** and **Click** on **Open** to open a collection.

Pitch Deck Looks

Step #9: Here you can Filter by Collections and/or Look Status — Here you can **Filter** by **Collections** and/or **Look Status**

Pitch Deck Section

Pitch Deck Section Field Info

Field Name

Description

Notes

Deal Stage*

Current deck stage

This is important to keep up to date as there are many

Start Date

Date Starts

Reserved for whomever is working on adding looks to the deck

Due Date

Due Date

Delivery date

Deck Owner**

User most responsible for building deck & direction

Also responsible for keeping Pitch Deck Status updated and current

Deck Collaborators**

Collaborative Users

Either by adding looks or consulting

Book Designer

Book Designer

Someone from Art that will build the deliverable

Project Attachments

All files related to the pitch

Logos, Inspiration, Brand guides, etc.

Book Attachment

Pitch Deliverable

You can annotate, and comment on these

Deck Description

Main field for Info & Direction

Scope of work based on discovery and review meetings.

* Deal Stage must always stay current. There are critical rules and automations based on this status. For example, in order to add Looks, the pitch deck must be In Progress.

Collections

Collections are how you organize a pitch deck. They are made up of Positions and Sub-Collections.

Main Actions