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Broker Deals CRM
Getting Started
The Basics
Occupier Onboarding & Abstraction
User & Team Management
Email & Notification Management
Custom Data Management
Lease Administration
Equipment Leases
Change History Log
Clauses
Document Storage
Financials
Creating & Editing a Lease
Critical Dates
Lease Column Configurations
Custom Fields
Contacts
Filtering
Assets
Lease Data Exports
Occupier Analytics Dashboard
Customizing Data Categories
Lease Admin Overview
Column Configuration & Filtering
Tasks & Commenting
Lease Payables
Lease Data Imports
Lease Accounting
Understanding ASC 842, IFRS16, GASB87 and FRS102
Account Set-up
FX Rates
Recognizing a Lease
Impairing a Lease
Lease Modifications
Lease Accounting Reporting
Importing Data Into Accounting
Allocations
Close Books Process
NetSuite Journal Entry Integrations
Transaction Management
Task Templates
Filtering
Custom Categories
Deal Column Configurations
Documents
Comps
Deal Stages
Creating & Editing a Deal
Site Selection
Broker Deals CRM
Custom Deal Stages
Custom Fields
Broker Deal Exports
Broker Digest emails
Critical Date Columns
Creating & Editing a Deal
Comps
Site Selection
Broker Deal Teams
Negotiations & Proposals
Clients Tab
Monthly Release Notes
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Help Center
Broker Deals CRM
Getting Started
The Basics
Occupier Onboarding & Abstraction
User & Team Management
Email & Notification Management
Custom Data Management
Lease Administration
Equipment Leases
Change History Log
Clauses
Document Storage
Financials
Creating & Editing a Lease
Critical Dates
Lease Column Configurations
Custom Fields
Contacts
Filtering
Assets
Lease Data Exports
Occupier Analytics Dashboard
Customizing Data Categories
Lease Admin Overview
Column Configuration & Filtering
Tasks & Commenting
Lease Payables
Lease Data Imports
Lease Accounting
Understanding ASC 842, IFRS16, GASB87 and FRS102
Account Set-up
FX Rates
Recognizing a Lease
Impairing a Lease
Lease Modifications
Lease Accounting Reporting
Importing Data Into Accounting
Allocations
Close Books Process
NetSuite Journal Entry Integrations
Transaction Management
Task Templates
Filtering
Custom Categories
Deal Column Configurations
Documents
Comps
Deal Stages
Creating & Editing a Deal
Site Selection
Broker Deals CRM
Custom Deal Stages
Custom Fields
Broker Deal Exports
Broker Digest emails
Critical Date Columns
Creating & Editing a Deal
Comps
Site Selection
Broker Deal Teams
Negotiations & Proposals
Clients Tab
Monthly Release Notes
Broker Deals CRM
Supercharge your tenant rep business.
Custom Deal Stages
How do I Customize Deal Stages?
How do I assign a deal owner?
What is a deal owner?
Why can't I see all my deals?
Custom Fields
What are Custom Fields and How Do I Set Them Up?
Broker Deal Exports
How do I export comps, site selection, and/ or proposals?
How to Export Deals
How to Export Proposals
Broker Digest emails
How do I adjust the Broker Digest email frequency?
How does the Broker Digest help me?
What is the Broker Digest?
Critical Date Columns
How do I use the critical dates column?
Creating & Editing a Deal
How do I share deal updates with the team?
How do I edit a deal?
How do I create a deal?
How do I create a deal?
Comps
How do I associate comps per deal?
How do I use the comps tab?
Site Selection
How do I add a site to a deal?
How do I attribute a particular stage to a site?
How do I add an image to a site?
Broker Deal Teams
Deal Tracker Teams
Filter Deals by Team Member
Deal Tracker - User Access Levels
Negotiations & Proposals
How do I add a proposal?
How do I upload documents?
What is the negotiations / proposals tab?
Clients Tab
What are existing locations in the Broker platform?
What is the clients tab and how do I use it?