Member answers and soft commitments
Follow each member's answer on a shared deal, the soft commitments against the allocation, and who hasn't opened it yet, on the deal's Members tab.
Once a deal is shared with members, its Members tab opens on Answers.
What the tab shows
At the top, the steps (Summary written, Approved and shared, Closed) and the soft commitments against the allocation, shown as the committed amount of the allocation. If the total passes the allocation, the tab says by how much: the deal lead decides how to allocate.
Below it, five counts: Members, Opened, Interested, Committed and Passed.
The table lists every member who opened the deal:
| Column | What it means |
|---|---|
| Member | Name and title |
| Answer | Viewed, Interested, Soft commitment or Passed |
| Soft amount | The amount for a soft commitment, in the deal's currency |
| Note | What the member wrote for the deal lead |
| Last change | When they last answered |
Haven't opened it yet lists the members who haven't looked at the deal.
How the total adds up
Only soft commitments with an amount count. A member who is Interested, Passed or only opened the deal adds nothing. When a member changes their amount, the total changes with it.
Who hears what
- The deal lead (when on the team) and the deal owner are told when a member says they're interested or makes or changes a soft commitment. The alert names the member, never the amount.
- Members who haven't committed or passed are reminded 3 days and 1 day before the close date.
Each person can switch these off in Settings → Notifications.
Frequently asked questions
Is a soft commitment binding?
No. It tells the deal lead what a member intends to put in. Subscription documents, KYC and payment happen outside Delsivo or in the deal's closing.
Can a deal lead who is a member see other members' answers?
No. Members, including a member who leads the deal, see only their own answer and, if you turned it on, the anonymous running total. Team roles see every answer here.
Something unclear or missing? Tell us