1. Tenant & Property Management
Q: If a tenant has multiple units with different lease expiration dates, how is this displayed?
A: The latest lease expiration date appears on the Tenants page. You can click the tenant record to open a Tenant Information screen showing all lease expiration dates. Click the Units tab on the Tenant Information screen to view the expiration dates per unit.
Q: What is a Termination Option?
A: It's a lease clause that allows the tenant to terminate the entire lease. The option to terminate can be added to a proposal in Deal Manager, and it will be added to the amendment in Voyager once the deal is executed. The option can then be activated in Deal Manager to generate a Termination deal for that tenant in Deal Manager. Once executed, the tenant vacates all leased spaces.
Q: Can I locate a property by type (e.g., Industrial, Retail, Office)?
A: Yes. You can filter Tenants, Spaces, and Properties by Property Type. You can filter by Property Type by clicking "More" next to the filters for the Tenants and Spaces dashboards, and selecting the desired Property Type within the pop up screen. For the Properties dashboard, Property Type is already visible as a filter at the top of the page without having to click "More".
Q: How do I see area metrics like Total Area, Vacant Area, or Available Area?
A: These metrics are visible on the Properties page. Filter by a specific property or click into its record for details.
Q: How can I view tenants in a specific property?
A: Go to Portfolio > Spaces, and check the “Occupied Until” column to see tenants and lease end dates.
Q: When do expired leases mark spaces as available in Deal Manager?
A: The system automatically marks a space as available after the active lease expiration. We can configure Deal Manager to override the current lease expirations for a number of days after manually selecting the availability for a unit, the amount of days to override the unit's availability in Voyager is configured in the company settings.
2. Deal Entry & Proposal Management
Q: Will square footage auto-calculate when creating a contraction deal with multiple spaces?
A: Yes. After selecting the amendment and contracting spaces, the remaining spaces are labeled "continuing spaces" and their SQFT is auto-calculated in the proposal entry.
Q: Can I add new spaces to a renewal deal to create a Renewal + Expansion?
A: Absolutely. Simply add the new space(s) to the renewal deal in the proposal stage.
Q: How do I make edits to an existing proposal?
A: Click the blue hyperlinked proposal name under the Proposals tab in a deal.
Q: How do I create a counter proposal?
A: Go to the Proposals tab and click the “Create Counter Proposal” icon next to the relevant proposal.
Q: When does the Tenant Legal Name field appear?
A: It appears under the Deal Details tab after the deal has been saved.
Q: How do I request approval for a deal?
A: Use the “Request Approval” button located on the active proposal below the proposal name. This sends an email notification for a request to approve to the designated approver.
Q: How can I track deals by deal stage or deal type?
A: On the Deals page, use filters under the “More” button or click the interactive deal tiles to segment data by type or stage.
3. Navigation & Interface
Q: Why can’t I see tenants or properties in Deal Manager?
A: Check User Property Access under Company Settings > User Admin > Users. Admin users can edit property permissions. If you're not an admin, contact support for help.
Q: How do I add a new property?
A: Properties must first be added in Voyager, using the correct property list synced with Deal Manager. After updates, DM will sync changes overnight, or you can request a manual sync via support.
Q: Where can I see contacts and roles?
A: Go to the Contacts tab to view Tenant Employees, Brokers, Decision Makers, and Leasing Agents entered into Deal Manager.
Q: Who is listed under the Contacts tab?
A: All contact records in the system, including brokers, tenant reps, decision makers, and agents.
4. CRM & Activity Tracking
Q: Where can I view all my assigned or created tasks?
A: Navigate to CRM > Activity or use the bell icon (top-right). You can also check the Activity Feed Tab for deal steps, task assignments, and pending approvals.
Q: If I create a contact first, can I add them to a deal later?
A: Yes. Add any existing contact under the Contacts tab within the deal.
Q: What emails are logged in the Email Log report?
A: All system-generated notifications such as activity feed alerts, approvals, and deal status updates.
5. Attachments & File Management
Q: How do I upload file attachments to a deal?
A: Go to the Attachments section of the deal and either drag and drop or browse to upload files.
Q: Can I download deal attachments?
A: Yes. Click the download icon next to the desired file in the Attachments section.
6. User Management
Q: How do I create new users?
A: Only system administrators can add users under Company Settings > User Admin. If you're not an admin, contact support for assistance.
7. Deal Lifecycle
Q: What’s the proper way to “kill” a deal, and does it remove it from CLP and the activity feed?
A: Change the deal stage to Dead to cancel it in CLP/Voyager (while still retaining it for records). To fully delete a deal, use the three-dot icon > Delete Deal, if you have the required permissions.
8. Sync & Data Refresh
Q: How often does Deal Manager sync with Voyager?
A: Nightly. Any property or deal changes in Voyager will appear in Deal Manager the next day. For immediate updates, request a manual sync via support.
Q: Can you sync property X? Can I have data pushed to property X?
A: Contact Deal Manager Support to request a manual sync. Alternatively, admins can enable the ‘Voyager Sync’ button under Company Settings > User Admin > Roles > Element Security Tab.
Q: I can't find a property/unit in Deal Manager. What should I do?
A: It may be a property access issue, or the property/unit may not yet exist in Deal Manager. Newly added items in Voyager sync overnight. Request a manual sync if urgent.
Q: How do I create properties or units in Deal Manager?
A: There's 2 ways to add a property.
Create a new property in Deal Manager by clicking the 3 dots to the right on the Properties dashboard, lookup the address and Save it. You can then add units for those properties. This property is stored in Deal Manager only and does not post to Voyager. Once the official property has been created in Voyager, you can link it with the one you created by updating the Voyager code under Setup -> More Details -> Voyager code. To ensure the latest data is pulling in from Voyager, add the property to the main property list that Deal Manager syncs from. Syncs run nightly, but manual syncs can be requested from support.
Create a new property record in Voyager along with the units and once the setup has been completed, ensure it's included in the main property list that Deal Manager syncs from.
Q: How do DM only properties sync with Voyager? A: DM only properties in Deal Manager act as temporary records until the official Voyager property is created. Deals tied to these placeholders do not automatically sync with Voyager. After a Voyager property is created, users must request a manual sync to associate the placeholder with the Voyager property. Q: Why don’t DM only properties sync automatically with Voyager? A: Automatic syncing is not available for placeholder properties to ensure data accuracy and proper tracking. These placeholders are designed for interim use only, allowing tracking until an official Voyager property exists. Q: Who performs the manual sync for DM only properties? A: Manual syncs are handled by the relevant support team. Users need to initiate the request for syncing placeholder properties with Voyager. Specific procedures may vary based on organizational policies.
9. Floorplans & Floors
Q: How do I add a floor level to a property floorplan?
A: Use the Commercial Role in Voyager. Navigate to Setup > Floors > Add Floors.
Floor: This is the name label for the floor.
Level #: The actual numeric level of the floor in the building.
Q: How do I add a floorplan?
A: Go to the Property Page > Setup > More Details > Show Details, and enable the ‘Show Floorplan’ flag. The Floorplan tab will then appear on the left panel, where you can upload your image and begin mapping.
10. Common Deal Errors
Q: Error: “Some units of this amendment are assigned to other leases within date period”
A: The unit is occupied during the proposal's lease term. Create a contraction or termination deal for the current tenant to free the space. Use the Unit Details tab flyout in the proposal to identify and resolve encumbrances. Once you've free'd up the space with the appropriate deal type and that corresponding amendment is activated on the Voyager end, you can continue processing the original deal.
Q: Error when saving restructure/blend deal: “Start date is more than 1 day after original lease end date”
A: Restructure/blend deal types must start between the current amendment's start and end date. This deal type was designed to process early renewals or to edit the economics of an amendment during its lease term. For example, if the lease ends 06/30/2025, the restructure can start no later than 07/01/2025 and can also be entered anytime before 6/30/2025 so long as its not prior to the start date of the amendment you're creating it off of.
Q: Error on relocation/expansion deal: “Start date should be less than lease termination date”
A: Ensure the start date is before the current lease's end date.
11. Reports & Insights
Q: How do I generate reports for executed deals over a specific time period?
A: To create a report for a particular period, navigate to the Reports tab in the navigation bar:
Select the 'Leasing Activity' report under Reports, which contains comprehensive records of deals along with associated details.
Locate the 'Last Modified' column and set it to 'Custom'.
Specify the desired date range for the report. Additional filters can be applied on the Deals page to refine the data further.
Q: Is there a report for scheduled tours?
A: Yes, access the ‘Tour Activity’ page under the Pipeline dropdown at the top ribbon.
Q: How can I filter deals by specific stages?
A: To focus on deals at a specific stage, such as executed deals, follow these steps:
Click the 'More Options' button located next to the search feature in the Deal Manager.
Look for the 'Deal Stage' filter field.
Check the box for your desired deal stages. You can also combine date and stage filters to narrow the results further.
12. Proposal Management
Q: How do I add a proposal to a deal?
A: Navigate to the deal and click ‘Add Proposal’ under the deal name. Ensure a property is first added under Deal Details. Advancing the deal stage to Proposal also prompts the entry form.
Q: How do I create a counter proposal?
A: Click the ‘Create Counter Proposal’ icon next to the active proposal’s name. This copies the data into a new editable proposal.
Q: Why can’t I edit my deal/proposal?
A: If the proposal is in the approval process, it locks. Create a counter proposal to make edits. If prematurely activated in Voyager, contact support for resolution.
13. User & Role Management
Q: I’m getting an error: “Email already exists” when adding a user.
A: The email may be tied to another Deal Manager environment. Contact support to verify, or add the user as an external DM user.
Q: How do I add a new user?
A: Navigate to Company Settings > User Admin > Users > Add User. Enable:
Deal Manager
Is Verified
Access to All Properties (if applicable)
You can assign properties under the User DM Properties tab. Optionally, enable ‘Send Welcome Email’.
Q: How do I assign property access to a user?
A: In the user record, go to ‘User DM Properties’ to assign properties. Use the ‘Access to All Properties’ flag if universal access is needed.
Q: How do I change role security?
A: Go to User Admin > Roles and click the pencil icon under the security column.
14. Approval Workflows
Q: How do I add an approver or change the approval workflow?
A: Go to Company Settings > Deal Settings > Approvals.
Company-Level Approvers apply globally
Property-Level Approvers apply only to designated properties
Use the Import/Export tab to manage workflows efficiently.
Q: How do I add a new contact role?
A: Navigate to Company Settings > Deal Settings > Voyager Config > Contact Roles. Map new DM contact roles to existing Voyager roles here.
15. Address & Portfolio Edits
Q: How do I change a property’s address?
A: On the Property Page > Setup, click the address section to edit it. Address entries use Google Maps API to ensure accuracy.
Q: How do I delete an inactive deal?
A: You can either:
Move it to the Dead Deal Stage (preserves record for future use), or
If you have access, go to the deal > three-dot icon > Delete Deal.
Note: Deletion is best for duplicates or entry errors.
If you have additional questions not listed here, feel free to contact your administrator or the Deal Manager support team for assistance.