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Help Center
Transaction Management
Transaction Management
Track your deals, tasks, and proposals.
Task Templates
How to use Task Templates (Deal Tracker)
How to use Task Templates (Deal Tracker)
Filtering
How do I use deal filters?
How do you filter deals by client?
How to Filter in Transaction Management?
What are deal filters?
Custom Categories
How do I create custom fields and add custom categories?
Deal Column Configurations
How do I configure the columns across my deals?
What are deal column configurations?
Documents
How to upload documents on the “Site Level”
How to create document folders in the site selection function
Comps
What are comps?
Deal Stages
What are Deal Stages?
How do I use Custom Fields on Deals?
Creating & Editing a Deal
Creating a new deal
Generate a proposal form
How to create a Proposal
How to add and edit a deal
Deleting a Deal
How do you know what deal belongs to which client?
How To Add Custom Data
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Site Selection
How to edit a building
How to add a picture on a site
![H-Teal (1).svg]](https://help.occupier.com/hubfs/H-Teal%20(1).svg)