User Guide
Detailed description of all areas in Dealius, from contacts to system settings.
People
Comps
- Comps Module - Overview & Access
- Comps - Grid, Map & Export
- Running a Comp Report
- Comp Links
- Comp Settings & Permission Levels
- Comp Report Settings
- Auto-Generated Comps from Closed Deals
- Comps - Overview & Profile
- Detailed Comp Report
- Industrial Detailed Comp Report - Sales
- Industrial Detailed Report — Leases
- Comp Brochure Report
- Comp Summary Report
- Images in Comp Reports
Tracker
Closing & Deleting a Deal
List of Deals
System Settings
- Deal Default Settings
- Lease Renewal Reminder
- Custom Report Settings
- Dashboard Settings
- Franchise Fee (FFE)
- Listing Expiration Reminder
- Invoice Due Reminder
- Lease Invoice Settings
- People Default Settings
- Environment Configurations
- Listing Settings & Property Settings
- Reports Settings
- Invoice Layout Settings
- Property Settings
- Prospect Current Lease Expiration Reminder
- Invoice Overdue Reminder — Office Default Frequency
- Payment Voucher Settings
Outlook Plug-in
Cashflow
Manage Data
Notifications
Brokers
Tasks
Authorization / Login
Adding a Deal
Properties
- Property Portfolios
- Properties
- Property Ownership
- Property Details Tab
- Property Spaces
- Property Links
- Deactivating a Space
- Property Statuses & Sidebar
- Merging Properties
- Property Tasks
- Property Profile - Sale Comps & Lease Comps Tabs
- Property Gallery
- Property Notes & Documents
- Properties — Creation & Profile
Leaderboards
QuickBooks Integration
Glossary & Formulas
Accounting
- Handling Overpayments and Underpayments
- Accounting - Broker Ledger
- Dealius Accounting Validation Errors, Explained
- Accounting - Invoicing Overview
- Printing a Receipt
- Writing Off a Receivable
- Paying Broker Expenses
- Accounting - Receivable Overview
- Accounting Overview
- Payable - Add & Print Payment
- Print Payment Voucher
- Accounting - Payable Overview
- Accounting - Summary Tab
- Accounting Search
- Customizing a Payable
Listings
Accounting Reports
- Commissions Report
- Summary Commission Report
- Aging Report
- Deal Activity Report
- Broker Ledger Report
- Broker Split Plan Report
- Lease Options
- Broker Ranking Report
- Business Summary Report
- Pipeline Report
- Transactions Press Release Report
- Pending Payable Report with All Expenses
- Contract Deadlines Pending
- Reports Tab Overview
- Yardi - Commissions Payable JE Template
- Yardi - Cash Receipts Template
- Comp Report
- Lease Renewals Report
- Pending Payables Report
- Power Broker Report
- Yardi - Cobroker Payable Template
- Data Only Reports
- Historical Review Report
Deal Profile & Entries
- Deal Expenses
- Lease Calculator
- Other Rep Deals
- Transaction Information — Lease Deal
- Options - Lease Deal Profile
- Bill To & Billing Information
- Financial Details — Sale Deal
- Deal Links
- Deal Documents
- Deal Entry - Deposits
- Payments Section — Deal Profile
- Property Information — Deal Profile
- Sale Deal — Transaction Information
- Confidential & NDA Deal Flags
- Additional Transaction Information - Lease Deals
My Settings
CRM Pro
- Listing Activities Report
- Deals & Opportunities
- Assigning Tasks to Multiple Contacts (CRM Pro)
- CRM Pro Tasks
- Contact Profiles
- Task Reminders (CRM Pro)
- Syncing Contacts from Outlook (CRM Pro)
- Managing Your Contacts
- Importing Contacts (CRM Pro)
- CRM Dashboard
- Pipeline Sharing
- Pipeline Opportunities Export
- Kanban View for Deals
- Getting Started with CRM Pro