Navigate to the Inquiries page - then click on an active inquiry from your left-side navigation.
Click the blue Convert to Deal button at the top of your Inquiries page.
The tenant and property information will auto-populate from the previously entered inquiry details. Specify the deal type, choose a suite, and click on a task template from the list. Then, click Save.
Congratulations! Your inquiry has been converted to an in-progress deal in Dottid. Access the deal on the deals page - you can find it in the Left Side Navigation, at the top of your active deals list.
PRO TIP
Run your asset management and leasing calls dynamically on the Deal Pipeline page using real time data.
From the Properties page, select a property, and Deal Pipeline from the top of the page to view all in-progress deals, upcoming leases, and inquiries on that particular asset.
How to Create a Support Ticket
If support is needed for anything, please submit a support ticket. Include a brief note about the issue(s) and Select the Checkbox to Authorize Dottid Support to edit your Properties for 7 Days and click Submit.