Entering a Deal

This article is for Entering a Deal   

Step 1:

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



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


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.

Was this article helpful?
0 out of 0 found this helpful



Please sign in to leave a comment.