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- Lease Administration
- Occupier Analytics Dashboard
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Getting Started
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Lease Administration
- Equipment Leases
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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 set up desk ratios with headcount and capacity?
Here are the steps to set up Desk Ratio. You'll need to input capacity and headcount for every lease in your portfolio:
Step 1: Navigate to Lease Administration
Step 3: Now click into one of your leases
Step 4: Then click the three dots to the right of the lease name and select "edit lease"
Step 5: Navigate to Step 2 "Assets"
Step 6: Scroll to the bottom of this page, this is where you can add capacity and head count.
Step 7: Click submit and you are done!