Quick References
- How do I manage inquiry information
- How do I create a new inquiry and track inquiry activitity
- How do I move an inquiry to a deal
- How do I reactivate an inquiry
- How do I create a new deal
- How do I add a custom suite to a new deal
- How do I inactivate, activate, and delete deals
- How do I manage deal terms, including proposals & counter offers
- How do I customize deal terms
- How do I manage deal tasks
- How do I manage task approvals
- How do I complete a deal
- How do I manage early tenant vacancies
- How do I complete a renewal
- How do I add a tenant industry
- How do I manage encumbrances
- How do I add a tenant holdover
- How do I add a sublease to a suite
- How do I manage communications on deals