A deal allows you to manage any type of transaction in ClientLook within the Deals module.
Deals are categorized as one of the following categories:
Listing. This includes transactions available for lease, as an investment sale, an owner/user sale, or an auction.
Requirement. Track assignments that involve tenant rep, landlord rep, investor rep or owner/user rep deals.
Other. Choose this category to track any other type of revenue generating transaction like an appraisal, consulting, BOV, environmental study and more.
Viewing Deals
To view all your deals simply navigate to the Deals module. By default, your deals appear in a table that emphasizes their sales opportunity. This pipeline view can be adjusted by clicking the "Show" menu. Here you'll find a list of all the ways you can view deals.
Add a Deal
To add a deal, navigate to the Deals module using the menus at the top of every page. Click the "Add a new deal" button. Here you'll be prompted to choose the type of deal you'd like to add including Listing, Requirement or Other. Make your choice to proceed with workflow designated for the type of deal selected.
Add a Listing
You can easily track any listing company-wide in ClientLook. To add a new listing, follow these simple steps after navigating to the Deals module.
Click the "Add a new deal" button. You'll be prompted with a list of categories to choose from.
Select "Listing". At this point, it does not matter what type of listing you're adding.
Specify a property. Every listing must be related to a property. You have two options for the source of this property including ClientLook and LightBox. Selecting "ClientLook" allows you to select an existing record from your property database. Selecting "LightBox" allows you to select any property address in the U.S. This option adds a new record to your property database and downloads all of the pertinent research data available through LightBox.
Choose a listing type. Indicate whether this listing represents a lease, an investment sale, an owner/user sale or an auction. Click [Add listing to property] to proceed.
Enter listing details. The final step is to enter the transaction details for this listing. You can specify the listing broker as any active ClientLook subscriber at your firm. Don't forget to add pipeline data to include this listing in your sales forecast. Simply save the details when done.
Add a Requirement
While you've always been able to track requirements in ClientLook, the deals module now offers a distinct record format to make this capability even more powerful. To add a new requirement, follow these steps after navigating to the Deals module:
Click the "Add a new deal" button. You'll be prompted with a list of categories to choose from.
Select "Requirement".
Enter requirement details. Describe your deal in as much detail as desired. Indicate the type of using the [Requirement type] field to track tenant rep, owner/user or investment rep deals. You can even add pipeline data to help with sales forecasting.
Add an "Other" Deal
Working on a deal that's not a listing or requirement? No problem. Use ClientLook to track any other type of deal by using the "Other" category. This allows you to manage transactions like BOVs, appraisals, consulting assignments, lease renegotiations and more. Follow these steps after navigating to the Deals module:
Click the "Add a new deal" button. You'll be prompted with a list of categories to choose from.
Select "Other".
Enter deal details. After whatever details you wish to your new deal including pipeline data for sales forecasting purposes.