- Help Center
- Broker Deals CRM
- Creating & Editing a Deal
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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 edit a deal?
Why did we build this?
The ability to edit a deal is a must for tenant-rep brokers as deal requirements change and evolve.
How do I use it?
In order to edit a deal you’ll need to first identify the deal that you want to edit and click into the deal page. Follow the next steps here:
Step 1: From the deal page, click on the three dots on the top right hand side and select “edit deal.”