Deeluge user guide

For the people who use Deeluge day to day. No setup, no code.

If you maintain the application instead, the engineering notes are in docs/features and the operational ones in docs/custom_docs.

Overview

• What Deeluge does
• Roles and what each can do

Getting started

• Signing in
• Finding your way around
• Searching

Screener

• Adding a teaser or CIM
• Sending deals in by email
• How a deal is scored
• Reading a score
• Recording a verdict
• Your buy box

CRM

• How the CRM is put together
• Records
• Lists
• Views
• Importing a spreadsheet
• Notes, calls and meetings
• The activity timeline
• Finding duplicates
• Restricting what people see
• Jev, and automatic stage moves

Tasks

• Tasks

Emails

• Connecting Gmail or Outlook
• Writing and sending
• Templates, signatures and variables
• Drafts and the outbox
• What the rest of the firm sees

Reports

• Dashboards
• Building a report

Data

• The banker directory
• Pulling from a source
• Exporting to CRM or CSV

Settings

• Your team
• Access and permissions
• Bulk changes
• Email settings
• Calendar
• API keys
• Connected apps
• Public pages

For developers

• Getting started with the API
• Authentication and scopes
• Errors, paging and rate limits
• The endpoint reference
• Connecting an app with OAuth
• The MCP server