All Collections
Managing Deals
Creating a New Inquiry
Creating a New Deal
How to Edit and Modify Inquiry Information
How to Move an Inquiry to a Deal
How to Inactivate, Activate, & Delete Deals
Managing Deal Terms: Proposals & Counter Offers
Managing Deal Tasks
How to Add Encumbrances to Deal Terms
How to Customize Deal Terms
How to Move a Completed Deal to Property Rent Roll
How to Complete a Renewal
Tenant Early Vacancy
File Management
Adding a Custom Suite to a New Deal
Task Approvals
Communication on Deals
How to Add Tenant Industry
How to Reactivate an Inquiry
How to Add a Sublease to a Suite
How to Add a Tenant Holdover