Add Deal Overview

00:04: Hello and welcome to your Delia's, add deal, overview video.

00:08: If you are an assistant then this video is for you.

00:11: To add a new deal navigate to the deals Tab and click the add deal option

00:15: and choose. The representation type. Regardless of the reptile,

00:20: there are going to be three required fields to get any deal into the system.

00:23: That's going to be the name of the deal itself.

00:29: The estimated close date for the deal.

00:33: And then the landlord tenant buyer or seller company named depending

00:37: on which type of deal you select. So you can either go in and choose an existing company.

00:42: Or you could even add a new company for your entering new information.

00:51: Once you click save at this point, you would have the opportunity to go ahead and add

00:55: this to the Pipeline.

00:58: But please, keep in mind, it's important to add broker Partnerships so that you have access

01:02: to that deal in the future. Under broker partnership, you can select the

01:06: Brokers that are internally from your office, working on this transaction.

01:09: And then just make sure we have an understanding of their partnership for the deal and

01:14: click save. Once you click save on the short form, it will direct

01:18: you to your new deal where you can continue making changes.

01:21: If you have any questions about adding a deal, please contact your daily support team.

01:25: Thank you.