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Manage deals

  • Updated

Learn how to manage sales and lease deals in MRI Vault, including adding, editing, and tracking deal statuses.

This article covers:

About deals

The deals module helps you track and manage internal and external sales and lease transactions. It keeps everything organised and ensures smooth deal management.

Note: You need a commercial-specific account or enabled features to access this module.

Add or edit a deal

You can add new deals or edit existing ones for a property.

  1. Go to: The property profile you want to update
  2. Click the Deals tab
  3. Choose one of the following:
  • Edit an existing deal
  • Click Add New Deal to create a new sale or lease deal
    Add-deal.png
  1. Enter the relevant deal information
    Deal-information.png
  2. Click Add Deal to save.
Note: When adding a new contact while creating or linking a deal, both first name and last name are now required. This ensures cleaner and more accurate client data when attaching contacts to deals.
Tip: You can also view the associated property deal from the linked contact.
Deal-contact.png

Apply deal status

When adding or editing a deal, you can set a status:

  • Pending
  • Sent for Approval
  • Rejected
  • Approved
    Status.png

This status updates the workflow module under the selected category.

Set lease expiry reminders

For lease deals, you can add expiry reminders for up to two users.

These reminders appear in the user’s To Do list with quick links to the property or deal.

Lease-expiry.png

What's next?

Learn how to use stack plans to visualise building layouts, track tenant occupancy, and manage commercial property data efficiently.

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