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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 and IFRS 16
Account Set-up
FX Rates
Recognizing a Lease
Impairing a Lease
Lease Modifications
Lease Accounting Reporting
Importing Data Into Accounting
Allocations
Close Books Process
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 and IFRS 16
Account Set-up
FX Rates
Recognizing a Lease
Impairing a Lease
Lease Modifications
Lease Accounting Reporting
Importing Data Into Accounting
Allocations
Close Books Process
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?