Overview
Adding a deal in Deal Manager can be done in several ways, depending on whether you're creating a new deal or an existing tenant deal. This guide walks you through each method and highlights key fields and features.
📌 Methods for Adding a Deal
1. Using the Add Button at the Top of the Screen
Click the Add button at the top of the Deal Manager screen.
Choose either:
Add Deal for a new tenant.
Add Existing Tenant Deal for a current tenant.
For New Tenant Deals:
Enter the tenant name.
Click Next to open the Proposal Entry Form.
For Existing Tenant Deals:
Use the tenant menu or search bar to find the tenant.
Select the deal type.
Click Next to open the Proposal Entry Form.
2. From the Spaces Dashboard
Locate the Actions column.
Click Add Deal next to the relevant space.
3. From the Tenants Dashboard
Locate the Actions column.
Click Add Deal next to the relevant tenant.
🧾 Completing the Proposal Entry Form
Required Fields
Fields marked with a red asterisk (*) must be completed to save the proposal.
Tabs at the Bottom of the Form
Add Initial Inquiry: Includes fields related to the tenant’s initial interest in leasing.
Add Proposal: Opens the full proposal form.
Other Information: Displays user-defined fields configured by admin users.
Proposal Form Details
The proposal form includes:
Lease Type
Space Information
Deal Economics:
Lease Term Dates
Transaction Costs
Commissions
Rent Schedule
Additional Rent Charges
You can choose to:
Save the proposal.
Save and Close the proposal form.
📊 Proposal Comparison Screen
After closing the proposal form, you’ll be directed to the Proposal Comparison Screen, which compares your deal against:
Budget
Market Leasing Assumptions
Benchmarks
Other Deals and Tenants
⚙️ Note: Comparison columns are configured by admin users and may vary by client environment.
❓ Frequently Asked Questions (FAQs)
🔹 General Deal Entry
How do I add a new deal in Deal Manager?
Click the Add button at the top of the screen, select Add Deal, enter the tenant name, and click Next to open the proposal form.
How do I add a deal for an existing tenant?
Use the tenant menu or search bar to find the tenant, select the deal type, and click Next to open the proposal form.
🔹 Dashboard Shortcuts
Can I add deals from the Spaces Dashboard?
Yes. Use the Add Deal button in the Actions column next to the relevant space.
Can I add deals from the Tenants Dashboard?
Yes. Use the Add Deal button in the Actions column next to the relevant tenant.
🔹 Proposal Form Details
What fields are required to save a proposal?
All fields marked with a red asterisk (*) must be completed.
What does the “Add Initial Inquiry” tab include?
It contains fields related to the tenant’s initial interest in leasing a space.
What information is included in the proposal form?
Lease type
Space details
Lease term dates
Transaction costs
Commissions
Rent schedule
Additional rent charges
🔹 Proposal Comparison
What is the Proposal Comparison Screen?
It compares your deal against budget, market assumptions, benchmarks, and other deals.
Who configures the comparison columns?
Admin users configure these columns, and they may vary by client environment.