.svg)
- Help Center
- Transaction Management
- Filtering
-
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
What are deal filters?
What are deal filters?
Deal filters are set up so that you can analyze your lease portfolio by particular data points. The default deal stage filters are as follows:
- Planning
- Touring
- Negotiation
- Build Out
- LOI
- Legal
You can filter which deal stage, deal type, priority, and geography amongst other filters.
Product Purpose:
Deal filtering empowers your team to analyze aggregated data points across your entire deal pipeline
Persistent Filters - Product Enhancement
April 2022
Deal filters received a product enhancement in which the view you were last working in is the view you return to after logging out or jumping between tabs.