The DealSource Select Tool

The DealSource Select tool, powered by Presdo Match, is available to DealSource Select participants only. If you are qualified to attend and have registered for DealSource, you will receive an email on Monday, May 23, 2016 with instructions on how to log in to and use the tool for networking and scheduling meetings.

What is the Tool?

The DealSource Select online scheduling and networking tool allows participants to see who’s attending, request and confirm meetings, and connect with key dealmakers from across the country before, during and for one year after the event.

  • Access & Login: A few hours after you register for DealSource Select, you will receive an email directing you to log in to a private social network dedicated solely to this event.  The network is both web and mobile-based, accessible via your desktop, smartphone, or tablet through a browser and app.
  • Manage Your Profile: Choose from the option of pulling your professional information from your LinkedIn profile or create a new profile from scratch.
  • Attendee Directory: View an interactive directory of attendees and filter by company, location, deal criteria, and more.  You can also view which of your LinkedIn contacts will be in attendance, and send a LinkedIn connect request to DealSource participants that are not currently your contacts.
  • Scheduling Meetings: Contact the person you’d like to meet with and send them a message, which goes to their email and messages within the tool, to set up a meeting — the tool will provide mutually available times and locations within the meeting room.
  • Confirming Meetings: All meetings are confirmed by both parties, so you are meeting with who you want, when you want.
  • Finding New Contacts: Not sure who to meet with?  The tool pulls information from your profile to recommend new contacts.
  • Export Your Calendar: On the day of the event, you will receive pop up reminders to your phone with a photo of the person you are meeting and the time and location of the meeting if you have downloaded the app.  For web-based users, export your meetings directly into your Outlook calendar!
  • Post-Event Access: Maximize your ROI.  Manage your connections made post event – the tool is accessible for one year after DealSource Select!

How to Use the Tool

Jump To:

1:06: Create Your Profile or Import from LinkedIn
1:42: Attendee Directory & Search
2:25: Invite Your Contacts from LinkedIn to DealFest
2:59: Setting Your Agenda: Block Off Times When You’re Not Available to Meet
3:26: Requesting & Confirming Meetings