How do I configure the columns across my deals?

Steps to configure your real estate deals:

Step 1: Navigate to your “deals” tab on the left hand side under Deal Manager .

Step 2: Click on “settings” then “configurations” on the right side of the page.

Step 3: Now, drag & drop the data points that you want featured in your table header columns. You can also “hide” any data fields that your team doesn’t review often. We frequently see users wanting quick eyes on “deal stages” and “tasks” and “latest updates.”

Step 4: Finally, press “submit,” and your deal table view is configured to your liking. These configurations are sticky, meaning if you log out, once you return to the deals page, the table will be configured how you left it. 

Note - How you configure your deal view in Occupier feeds your spreadsheet exports. Learn more about data exports here.