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Help Center
Broker Deals CRM
Broker Deals CRM
Supercharge your tenant rep business.
Custom Deal Stages
How do I Customize Deal Stages?
How do I assign a deal owner?
What is a deal owner?
Why can't I see all my deals?
Custom Fields
What are Custom Fields and How Do I Set Them Up?
Broker Deal Exports
How to Export Deals
How to Export Proposals
How do I export comps, site selection, and/ or proposals?
Broker Digest emails
How do I adjust the Broker Digest email frequency?
How does the Broker Digest help me?
What is the Broker Digest?
Critical Date Columns
How do I use the critical dates column?
Creating & Editing a Deal
How do I create a deal?
How do I share deal updates with the team?
How do I edit a deal?
How do I create a deal?
Comps
How do I associate comps per deal?
How do I use the comps tab?
Site Selection
How do I add a site to a deal?
How do I attribute a particular stage to a site?
How do I add an image to a site?
Broker Deal Teams
Deal Tracker - User Access Levels
Deal Tracker Teams
Filter Deals by Team Member
Negotiations & Proposals
How do I add a proposal?
How do I upload documents?
What is the negotiations / proposals tab?
Clients Tab
What are existing locations in the Broker platform?
What is the clients tab and how do I use it?
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