The Workflow Kanban Board serves as a tool for visualising and managing your commercial deals. Outlined below is a step-by-step guide to effectively manage and utilise your workflow.
All deals will be listed in the Workflow as Unassessed unless a different status has been applied. More information on adding and managing your commercial deals can be found in the Property Record: Deals knowledge article.
Step by step (Workflow Overview)
1. Click on Workflow within the menu
2. This will populate all commercial deals based on Unassessed, Pending, Sent for Approval or Rejected status
3. To view and manage a deal, click on the deal tile
4. This will then populate the related sale or lease deal, with the option to directly manage and update the deal
We have the option to drag a drop deals between the silos (Unassessed, Pending, Sent for Approval, or Rejected), to update the status of the deal automatically.
Workflow