Deal Manager external user overview
Learn how external users can add and manage deals in Deal Manager.
Overview
This article explains how external users can add a deal in Deal Manager, update deal stages, and navigate dashboards. It also covers permissions and access limitations.
Key benefits / use cases
Add new deals for the correct client environment.
Track deal progress through stages from Lead to Executed.
Access dashboards for deals, properties, spaces, and reports.
Understand permissions for properties and company settings.
How to add a deal as an external user
Follow these steps to create a new deal:
Click + Add at the top of the navigation bar.
Select Add Deal.
On the Add Deal page, choose the client for whom you are creating the deal.
Important: If a deal is created in the wrong client environment, it cannot be moved. You must delete and recreate it in the correct environment.Enter any known deal information, including:
Tenant (required)
Property
Deal type
Deal stage
Lease source
SIC (Standard Industrial Classification)
Deal notes
Note: Required fields vary by client. Fields marked with a red asterisk (*) must be completed to save the deal or proposal.
Updating deal stages
Deals typically start at the Lead stage and progress as follows:
Lead – Lead has been identified
Tour – Tour to take place
Proposal – Proposal submitted for review
Dead Deal – Deal is dead
Lease Negotiation – Approved proposal sent to Legal for lease drafting
Executed – Lease is executed
To update a deal stage:
Locate the deal on the Deal Dashboard.
Go to the Deal Details page.
Click the dropdown next to Deal Stage and select the new stage.
Click Save to confirm.
External user dashboards
Deal dashboard
Default landing page showing all active deals.
Use the Client filter to view deals for a specific client. Leaving it blank shows all deals you have access to.
Property dashboard
Displays all properties you can access.
Use the Client filter to find properties for the correct client.
Spaces dashboard
Shows all spaces you can access.
Use the Client filter to locate spaces for the correct client.
Reports dashboard
Provides reports on leasing activity, deal status, and property performance.
Use the Client filter in the More dropdown menu.
Tip: If you don’t see a property or space, check the client filter.
Permissions and access
Property access: External users do not have access to the entire portfolio. Request access to specific properties from the client admin team.
Page permissions: Page security is based on your external role. Request additional permissions from the client admin team.
Company settings: External users cannot access company settings. Any changes must be requested from the client admin team.
FAQs
What happens if I create a deal in the wrong client environment?
You cannot move the deal. It must be deleted and recreated in the correct environment.
Which fields are required when adding a deal?
Required fields vary by client. Fields marked with a red asterisk (*) must be completed.
Can I access all properties and pages?
No. Access is limited based on your external role. Contact the client admin team for additional permissions.