How do I create a deal?

Why did we build this?

Our deal tracker is the core of the broker deal CRM module. We built this so that tenant-rep brokers can digitally track their deal pipeline in collaboration with their clients. In addition, 

What does it do?

The deal tracker acts at a single source of truth for deals in flight per client. It highlights the phase or stage that a deal is in and allows you, the tenant-rep broker, to view the compare deals and evaluate each proposal attached to a given deal.

How do I use it?

Step 1: Navigate to the deal tracker. And, click on the + button on the bottom right and select “deal.”

Step 2: Associate the deal with a particular client.

Step 3: Fill out the deal details.