Deal screening lets you compare an Inbox thread with your buy box. Open the thread and select Screen deal. Lev reads the thread and returns a Screen result with a recommendation and buy box factor pills. Save a buy box before you screen.
Screen a thread
- Open the thread — In Inbox, open the thread you want to screen.
- Start the screen — Click Screen deal on the thread.
- Follow the run — The control shows the current step, from reading the thread through comparing it with your buy box and writing the recommendation.
If you have not saved a buy box, Lev shows Set up your buy box first. Set up buy box opens the Buy box page.
Read the Screen result
The Screen result on the Inbox thread shows the recommendation, the rationale, and what you can do next.
- Read the recommendation — On the Screen result, the status shows Accept, Needs Review, or Reject, followed by the written rationale.
- Open the deal — Select the deal name on the panel to open that deal.
- Add it to a pipeline — Click Add to pipeline.
- Choose the destination — Select a Pipeline and a Deal type, then click Add to pipeline, which also removes the deal from screening.
- Check the Inbox list — The thread shows Screened beside the deal, with the same recommendation.
- When the deal already exists — Lev reports This deal already exists, adds the thread to that deal, and offers View deal.
- When Lev finds no deal — The thread shows Screened — no deal found, and Lev reports that it did not create a deal from this thread.
A screened thread keeps Screened after you reject the result or add the deal to another pipeline. A thread with no deal keeps Screened — no deal found.
Buy box factor pills
Buy box factors are the colored pills on a Screen result, with the rationale. A green pill is an approved factor, a red pill is a rejected factor, and a blue pill is a factor that needs review. The words on the pill are the part of the deal Lev compared with your buy box.
Hover a pill to read the criterion and the detail for that factor. Pills are omitted when the screen has none. Manage buy box on the same panel opens the Buy box page when the result suggests the mandate should change. Edit that mandate in Buy box.
Deal Screen
Deal Screen is the pipeline where a screened opportunity lands. The page header includes Manage Buy Box, which opens the Buy box page. An empty Deal Screen explains that Lev compares each Inbox opportunity with your buy box.
Adding a deal that Lev recommended rejecting, or changing its status from Reject to Accept or Needs Review, asks you to review the buy box. The message is Lev recommended rejecting this deal. Review buy box opens the Buy box page so you can update the mandate before you treat the new status as the fit you want. Edit that mandate in Buy box.
Inbox — read the screen result on the thread after you screen.