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Deal Essentials

From lead to lease, learn how to leverage VTS to manage all of your deals and leasing activity.

About this course

From lead to lease, VTS equips you with a host of powerful, intuitive tools and features to improve your deal workflow for both new and existing tenants. When leveraged properly, tracking deals in VTS will reduce deal cycle times, stay organized, and enable your organization to get more done.

 

What you'll learn:

  • How to navigate the Deals tab, filter deals, and leverage Deal Profiles.
  • How to log, edit and advance deals.
  • How to best keep deals up to date with comments and tour notes.
  • How to create and automate reminders for you and your teammates.

 

Expectations:

  • Watch 1 video.
  • Complete 5 short, interactive scenarios.

 

Who should take this course?

  • Brokers & Agents
  • Anyone in your organization's leasing team

View Lessons20 min

  • Deals Overview

    Tooltip Description 1

  • Deals Overview 5 min

    A quick walkthrough of the deals tab and profile

  • Deal Types & Deal Stages

    Deal types and stages

  • The Deal Profile
  • Try for yourself! Filter through your deals
  • Deal Management & Collaboration
  • How to log a deal
  • Deals depend on spaces
  • Try for yourself! Log a deal
  • Add comments and tag teammates
  • Try for yourself! Add a deal comment
  • Automate deal reminders for you and your team
  • Try for yourself! Create a deal reminder
  • Export your deal activity for your meetings and asset managers

    Comments in reporting

  • Deal Management Tips
  • Pro Tip: Deal Privacy Settings

    A quick overview of how deal privacy settings work

  • Pro Tip: Quickly Create a Renewal

    How to quickly create a renewal deal!

  • Try for yourself! Bulk update your deals

    Walk through how to update deals in bulk.

  • Mini Quiz: Deal Management 101

    A quick, simple review to test your knowledge of deals in VTS

  • Review
  • Course Feedback
  • Summary

About this course

From lead to lease, VTS equips you with a host of powerful, intuitive tools and features to improve your deal workflow for both new and existing tenants. When leveraged properly, tracking deals in VTS will reduce deal cycle times, stay organized, and enable your organization to get more done.

 

What you'll learn:

  • How to navigate the Deals tab, filter deals, and leverage Deal Profiles.
  • How to log, edit and advance deals.
  • How to best keep deals up to date with comments and tour notes.
  • How to create and automate reminders for you and your teammates.

 

Expectations:

  • Watch 1 video.
  • Complete 5 short, interactive scenarios.

 

Who should take this course?

  • Brokers & Agents
  • Anyone in your organization's leasing team

View Lessons20 min

  • Deals Overview

    Tooltip Description 1

  • Deals Overview 5 min

    A quick walkthrough of the deals tab and profile

  • Deal Types & Deal Stages

    Deal types and stages

  • The Deal Profile
  • Try for yourself! Filter through your deals
  • Deal Management & Collaboration
  • How to log a deal
  • Deals depend on spaces
  • Try for yourself! Log a deal
  • Add comments and tag teammates
  • Try for yourself! Add a deal comment
  • Automate deal reminders for you and your team
  • Try for yourself! Create a deal reminder
  • Export your deal activity for your meetings and asset managers

    Comments in reporting

  • Deal Management Tips
  • Pro Tip: Deal Privacy Settings

    A quick overview of how deal privacy settings work

  • Pro Tip: Quickly Create a Renewal

    How to quickly create a renewal deal!

  • Try for yourself! Bulk update your deals

    Walk through how to update deals in bulk.

  • Mini Quiz: Deal Management 101

    A quick, simple review to test your knowledge of deals in VTS

  • Review
  • Course Feedback
  • Summary