- Help Center
- Broker Deals CRM
- Negotiations & Proposals
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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 the negotiations / proposals tab?
Why did we build this?
The negotiations / proposals tab was built to enable brokers to track, negotiate, and review proposals from a single source of truth.
What does it do?
In the negotiations tab get a snapshot of the proposal types associated with each client and specific deal.
How do I use it?
From the negotiation / proposals tab, you can filter negotiations by client or by proposal type.