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- Transaction Management
- Creating & Editing a Deal
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Getting Started
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Lease Administration
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Lease Accounting
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Transaction Management
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Broker Deals CRM
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Monthly Release Notes
Deleting a Deal
Steps to delete a deal in Occupier
Product Goal: Allow a user to delete a deal in Occupier.
Step 1: Go to the 'Deal Tracker' page on Occupier, click on the deal you want to delete.
Step 2: Once you click on the deal you want to delete, click on the hamburger button at the right top of the deal.
Step 3: Select the 'Delete Deal' option.
Step 4: Once you click on the 'Delete Deal' option, a prompt will appear confirming whether you want to delete the deal or not. Note: Once deal is deleted, all documents and files associated with it will be erased.