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- Help Center
- Broker Deals CRM
- Site Selection
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Getting Started
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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
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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
How do I attribute a particular stage to a site?
Why did we build this?
Broker Deals CRM is built to track and accelerate the pipeline of your deals. Foundational to that process is the ability to attribute a deal stage to sites within a deal.
What does it do?
Once you have added a site to a deal, you can attribute a particular deal stage to that site.
How do I use it?
First, make sure the site in question is added to the deal. Then you can go into the site selection tab of the deal and select the deal stage that best fits the site.
Step 1: From your deal page, scroll down to the "site selection" tab. Once you find the site that you'd like to attribute to a particular deal stage, click on the drop down and select to update.