Using Deal Tasks & Approvals

Using Deal Tasks & Approvals

Learn how to leverage both Deal Tasks and Deal Approvals to better keep deals on track.

About this course

In this course, we walk through how to load and manage Deal Tasks, as well as how to submit and track Deal Approvals. Both of these tools help your team stay organized, keep deals on track, and get more done. Please note that Deal Tasks and Deal Approvals are available only to VTS2 and VTS3 clients. If you are unsure if your organization has VTS2 or VTS3, please reach out to support@vts.com.

 

What you'll learn:

  • How to load and manage Deal Tasks.
  • How to leverage the Deal Tasks tab.
  • How to submit deals for approval.
  • How to check on the approval status of your deals.

 

If you are interested in learning how Deal Task and Approval Settings are initially setup for your organization for your team to use, check out our course tailored to Account Admin users on how to do so: Deal Task & Approval Management

 

Expectations:

  • Watch 2 videos.
  • Complete 5 short, interactive scenarios.

 

Who should take this course?

  • Brokers & Agents to learn how to view available spaces to market.
  • Asset managers to learn how to best manage their space inventory.
  • Portfolio managers to learn how asset and space metrics impact portfolio-wide metrics.

Curriculum15 min

  • Please Read
  • Deal Tasks
  • Deal Tasks Overview
  • Managing Deal Tasks & using the Deal Tasks tab
  • Enable Deal Task alerts
  • Deal Approvals
  • Deal Approvals Overview
  • How to submit a deal for approval
  • Enable Deal Approval alerts
  • Summary
  • Mini Quiz: Deal Tasks & Approvals 101
  • Continue Learning

About this course

In this course, we walk through how to load and manage Deal Tasks, as well as how to submit and track Deal Approvals. Both of these tools help your team stay organized, keep deals on track, and get more done. Please note that Deal Tasks and Deal Approvals are available only to VTS2 and VTS3 clients. If you are unsure if your organization has VTS2 or VTS3, please reach out to support@vts.com.

 

What you'll learn:

  • How to load and manage Deal Tasks.
  • How to leverage the Deal Tasks tab.
  • How to submit deals for approval.
  • How to check on the approval status of your deals.

 

If you are interested in learning how Deal Task and Approval Settings are initially setup for your organization for your team to use, check out our course tailored to Account Admin users on how to do so: Deal Task & Approval Management

 

Expectations:

  • Watch 2 videos.
  • Complete 5 short, interactive scenarios.

 

Who should take this course?

  • Brokers & Agents to learn how to view available spaces to market.
  • Asset managers to learn how to best manage their space inventory.
  • Portfolio managers to learn how asset and space metrics impact portfolio-wide metrics.

Curriculum15 min

  • Please Read
  • Deal Tasks
  • Deal Tasks Overview
  • Managing Deal Tasks & using the Deal Tasks tab
  • Enable Deal Task alerts
  • Deal Approvals
  • Deal Approvals Overview
  • How to submit a deal for approval
  • Enable Deal Approval alerts
  • Summary
  • Mini Quiz: Deal Tasks & Approvals 101
  • Continue Learning