Confirm all individual tasks in each deal stage are complete. If this is the case, all deal stages (Tour, Proposal, & Legal) will have a blue checkmark by them.
If you have not agreed to terms in Dottid, a blue "Finalize Deal Terms" button will appear below your completed tasks. Click the Finalize Deal Terms button.
PRO TIP
You will need at least one proposal in your deal terms in order to complete a deal in Dottid. If you don't have any deal terms, navigate to Deal Terms at the top of the page and click Add Proposal. Click the button below to learn how to create deal terms!
You will now be prompted to click the Final Terms checkbox on your final proposal in order to finalize your deal terms in Dottid.
Once you have checked off the Final Terms box, a blue button at the top of your screen will appear named "Complete Deal". Click the Complete Deal button.
Next, confirm that you are ready to mark this deal as complete. Click Yes.
The deal now moves from the Deals page to the Properties page in Dottid.
You will also be able to view any new upcoming leases by navigating to the Deal Pipeline in the Deals Tab under the Upcoming Leases Table.
The Upcoming Leases table for a specific property is also located under the Deal Pipeline in the Properties tab.
Want to see more detailed information? Click into any tenant on the rent roll to view the suite card.
How to Create a Support TicketIf 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.
Use this article to move a deal from the Deals Page to your Rent Roll on the Properties Page.
Written by Dottid Support Team
Updated over a year ago