How do I create a deal
1. Navigate to the Deals page. From there, click the Blue + button, located on the top left-hand side of your screen, near your side navigation.
2. A modal will appear. Input the date that the tenant inquired about the space in the Inquired On section.
3. Click the drop down where it says Company. Select whether the tenant is a new company, undisclosed, or an existing company you have had a previous deal with.
4. If you select new company, input the companies Name, Property Type, and Industry. Optionally, you can add a Label, which is what the deal will be named in the platform.
5. If you select Undisclosed you will only need to input Property Type and Industry.
6. If you select an existing tenant, Company Name, Property Type, and Industry will automatically fill.
7. Now select the Property the deal is associated with by clicking on the property dropdown. Then select the specific suites the tenant is interested in, TBD, or create a custom suite.
8. Now, after scrolling down on the left side of the new deal, fill in the Tenant Requirements. Only LCD No Earlier Than and Minimum Square Feet are required. If you do not have a target LCD, you can select the TBD checkbox.
9. Now select the Deal Type and the Task Template that best fits your new deal by selecting the task template drop down.
10. Optionally, you can add any Tenant Contacts or the tenants Current Location. Once you have input all of your data, click save.
Who can create deals
Users with Admin or Maintainer permissions can add new deals and invite Contributors and Guests to assist in the completion of the deal.