- Help Center
- Broker Deals CRM
- Broker Deal Exports
-
Getting Started
-
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
-
Transaction Management
-
Broker Deals CRM
-
Monthly Release Notes
How do I export comps, site selection, and/ or proposals?
Steps to export comps
Step 1: Navigate to the “comps” page under “deal tracker”
Step 2: Click “download” on the top right hand corner
Step 3: Open the excel spreadsheet
Steps to export site selection
Step 1: Navigate to “site selection” within a given deal
Step 2: Click “download” on the top right hand corner
Step 3: Open the excel spreadsheet and edit as needed
Steps to export proposals
Step 1: Navigate to “proposals” within a given deal
Step 2: Click “download” on the top right hand corner
Step 3: Open the excel spreadsheet and edit as needed