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
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From lead to lease, learn how to leverage VTS to manage all of your deals and leasing activity.
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.
- Watch 1 video.
- Complete 5 short, interactive scenarios.
Who should take this course?
- Brokers & Agents
- Anyone in your organization's leasing team