Entering a Deal

 

Step 1:

  • Navigate to the property level Sales tab (1)
  • Click on the vertical Deals tab (2)

Deal.png

 

Step 2:

  • Click the + sign to add a Deal

Step 3:

  • Fill in all the fields highlighted in red and click Save
  • Click on Add Deal component

Deals_2.png

Step 4:

  • Fill in the fields highlighted in red and any other fields you need

Step 5:

  • From this screen, you can Add Deficiency and Add Miscellaneous notes.

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