Whether you're just getting started or already using MadeMarket with your team, we're here to help.  For a quick onboarding lesson, see Desktop Basics.


Here in Help, you'll find all the detailed documentation for MadeMarket features, learn how to set up your Organization, add contacts to MadeMarket, create Opportunities and Deals, build and manage a buyers list, distribute process emails to defined segments of your buyers list, invite teammates and more.



Interface


MadeMarket's interface is divided into a Top Bar, Left Pane and Main Pane.

Top Bar
 


Use the Top Bar to search MadeMarket, create a new Task, Contact, Opportunity or Deal, access saved contacts lists, saved searches, open tasks and settings, access the help desk or log out.

SEARCH

You can find the search box on the left side of the Top Bar. Use search to find people, firms Opportunities and Deals in MadeMarket.


Click into the search bar and begin typing to run a basic search.



CREATE NEW


The  Create New button allows you to easily:

  • Create a Task
  • Add a new contact
  • Create a new Opportuntiy
  • Create a new Deal


CONTACT LISTS


Access your saved contact lists by clicking on the "Lists" button from the top bar. Note if you have not created any contact lists, this button will not appear.



SAVED SEARCHES


Access saved advanced contact searches by clicking the "Searches" button from the Top Pane. Note if you have not saved any advanced contact searches, this button will not appear.



OPEN TASKS / HELP DESK


Access your open tasks by clicking the orange circle in the Top Pane. The number in the circle will always tell you the number of tasks that you have open. Access the MadeMarket Help Desk by clicking the question mark in the Top Pane.



EDIT PROFILE / SETUP / LOGOUT


Edit your profile, access your environment setup or log out of MadeMarket by clicking on your profile picture on the right side of the top bar.




Left Pane


Use the Left Pane to navigate to your Activity Feed, Profile, Dashboard, Reports, Contacts, Opportunites or Deals.


ACTIVITY FEED

The Activity Feed provides a chronological feed of the activities that have occurred across your MadeMarket environment.  The Activity Feed may be filtered by date, users, Deals and comments.



PROFILE

Profile is your MadeMarket page that describes your corporate finance interests, transaction focus, investment mandates and other related content you many want to publish.  



DASHBOARD


The Dashboard provides a single vantage point into everything across your MadeMarket environment. From the Dashboard you can easily gain powerful insights on the value of your pipeline, how transactions are progressing and what people are working on.



REPORTS


Reports are where you can measure team activities, win rates, and revenue information.



TASKS


Tasks organize all of the to-do items for you and your team.  From the Tasks page you can easily create and manage tasks related to people, firms, opportunities or deals.  Tasks can be assigned to yourself or any number of your teammates.  MadeMarket will send you and your team reminders when tasks become due.



CONTACTS


Contacts organizes all people and firms from your buyers lists, address book, emails, and network, and helps you keep them up-to-date.



OPPORTUNITIES


Opportunities are where you organize and advance new business and companies your are pitching.  Once your Opportunity becomes engaged you can convert it to a live Deal with a click.



DEALS


Deals are where you organize and execute your transactions with your deal team.  Our secure transaction workspaces allow you to collaboratively manage your process in real-time, from anywhere.




Main Pane


When you select a menu item from the Left Pane, you'll see relevant page information and detail in the Main Pane.  While the Top Bar and Left Pane help you navigate MadeMarket and quickly access important features, the Main Pane is where you will spend most of your time interacting with your MadeMarket content.