Use these guides to get started with Deal Haven and learn how to set up your workspace and manage day-to-day deal work. They explain how to use the product; they are not legal, tax, or transaction advice.
What’s covered
- A first-deal quickstart that follows the guided setup in Deal Haven, step by step.
- A Tasks guide covering task creation, assignments, due dates, and progress tracking.
- A guided setup reference covering optional steps such as tasks, accounts imports, and documents, including how to leave and resume later.
Guided setup takes place in Deal Haven. Each guide explains what to expect and links you back to the relevant screen when you’re signed in.
Before you start
| Prerequisite | Why it matters |
|---|---|
| A Deal Haven account | Guided setup runs inside your personal or organisation workspace after sign-in. |
| Permission to create deals | Organisation viewers can read deals but cannot run guided setup. |
| A few minutes | The quickstart is designed as a short workspace setup, not a full diligence programme. |
Open guided setup in the app
After you sign in:
- From your dashboard, use Continue or Start guided setup when the banner appears, or choose Run guided setup again if you have already finished once.
- Or go directly to:
- Personal workspace:
/personal/onboarding - Organisation workspace:
/org/<your-org-slug>/onboarding
- Personal workspace:
You can leave at any time and resume from the dashboard; progress is saved per workspace.
Compliance and AI policies
Public compliance documents (for example how we use AI on imports) stay at:
Next step
Continue to the First deal workspace quickstart when you are ready to follow the wizard in order.