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Transactions
Run deals from LOI to signature · 5 articles
7.1
Transaction Pipeline
Learn how to open Transactions, read pipeline summary cards, filter by stage, search the list, and open a deal. Overview Transacti…
7.2
Creating a Transaction
Learn how to start a deal with Create New, fill required fields, and complete Property & Tenant Details. Overview This section cov…
7.3
Transaction Stages
Learn the five-stage deal stepper, how list stages relate to the workspace, and how to archive a transaction. Overview Every deal …
7.4
Approval Workflows
Learn Letter of Intent, Final Approvals committee workspace, Send for approval, and transaction documents. Overview Approvals in T…
7.5
Deal Economics
Learn Budget Fit assumptions, Deal Evaluation market analysis, and Financials & Terms offer comparison. Overview Deal economics li…