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- Help Center
- Broker Deals CRM
- Custom Deal Stages
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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
What is a deal owner?
What is a deal owner?
A deal owner is typically the administrator or creator of a deal inside of an organizations Occupier account. To view the deal owner, open a Deal, select Team, and you will see the owner of the deal labeled in the list of team members.
Why do we need to assign one deal owner?
This enables our platform to offer users the ability to add custom data related to deals.