The Deals module is a tool used to track and manage both internal and external sales and lease deals. It helps you keep everything organised and ensures smooth management of all transactions.
You will need to have a commercial-specific account or features enabled to use this feature.
Contents:
Step by step
Deals will be automatically recorded upon processing a sale or lease within the system. However, we provide the ability to add or modify a deal against a property manually. Below is a step-by-step guide on how to do this.
1. Navigate to an example property
2. Click on the Deals tab
3. Once in the Deals tab, we have the option to edit an existing deal or click on Add New Deal to record a new sale or lease deal
4. If creating or editing a deal, we can record the relevant deal information
5. Once completed, click Add Deal
In addition to viewing it within the deal, you can also see the associated property deal from the contact linked to the attached deal, as shown below.
Additional information
When adding or editing a sale or lease deal, we have the option to apply a deal status (Pending, Sent for Approval, Rejected, or Approved). This will then populate the deal into the Workflow module under the selected status. More information on this function can be found in the Workflow (Commerical Deals) knowledge article.
When adding or editing an existing lease deal, we have the option to apply a Lease Expiry Reminder for two users. This reminder will populate in the selected user(s) To do list with the option to directly view the property or the deal.