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Manage workflow for commercial deals

  • Updated

Learn how to use the Workflow Kanban Board to view, manage, and update your commercial deals efficiently.

This article covers:

About workflow

The workflow kanban board provides a visual way to organise and manage your commercial deals. It displays deals by status and allows you to update them quickly.

Note: All deals appear as Unassessed unless a different status has been applied.

Access workflow

  1. Go to: Workflow in the left menu
  2. Click the workflow drop-down menu > Select Commercial Deals
  3. The board will display all commercial deals grouped by status:
  • Unassessed
  • Pending
  • Sent for Approval
  • Rejected
    Workflow.png
  1. Click a deal tile to open its details
  2. Review the related sale or lease deal information
    Deal.png
  3. Use the available options to update or manage the deal directly

Update deal status

You can change a deal’s status by moving it between columns:

  1. Click and drag the deal tile to the desired status column
  2. The status updates automatically when you drop the tile
Tip: Use this feature to efficiently move deals through your workflow stages.

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