Help Center : How to create a new Closed Deal

This is a tutorial series which will walk you through the process of creating a new Closed Deal from beginning to end.

Closed Deals represent internal lease, sale, or other types of deals for which you are ready to calculate, bill, or apply a payment on commissions or other fees.

Image includes text that says Closed Deals include executed leases, closed sales, broker opinion of value, referral fee, property management, construction management, and more.

We will go over the most common or required steps first, then review some additional features that may or may not apply to your firm’s operations. You can always skip the tutorials on the optional features that aren’t relevant to you.

Image includes text that says series videos.1 Getting Started, 2 Workflow Navigation, 3 Property Space Contacts, 4 Lease Details, 5 Deal Information, 6 Fee Calculation, 7 Fee Splits, 8 Invoicing, 9 Payment Application.

Your firm may also have additional protocols or requirements that aren’t covered here. We recommend checking with your local administrator for more information.

Don’t worry if what you see in this tutorial doesn’t look exactly like what you see when you log into your own database – you may have a different subscription or user settings. We’ll point out potential differences as we go over each step.

For this series, we are going to use a lease deal as an example – specifically, an office lease deal with an outside tenant rep broker and two in-house listing brokers. We’ll treat this as a brand-new deal that isn’t already in the system (for example, it hasn’t already been entered as an available space), so you can see how the entire process works.

Click here to get started.

Alternatively, click here to open the entire video playlist for this series in Youtube.

Help Center : How to create a new Closed Deal

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