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How do I complete a deal

  • Updated

This article summarizes the steps to complete a deal in Dottid. 

Note: 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. 

To learn more about creating deal terms: Managing Deal Terms

How do I complete a deal

  1. 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.

  2. 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.

  3. You will now be prompted to click the Final Terms checkbox on your final proposal in order to finalize your deal terms in Dottid.

  4. 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.

  5. Next, confirm that you are ready to mark this deal as complete. Click Yes.

  6. The deal now moves from the Deals page to the Properties page in Dottid.

How do I view upcoming leases

  1. 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.

  2. The Upcoming Leases table for a specific property is also located under the Deal Pipeline in the Properties tab.

  3. Want to see more detailed information? Click into any tenant on the rent roll to view the suite card.

     

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