Lesson 2: Save structured Intel

Add structured intel on top of society acquisitions

Mike Avery avatar
Written by Mike Avery
Updated over a week ago


Storing structured intel allows your team to have more searchable and reportable insights that can provide more value than simple comments.

Follow these simple steps:

  1. Open a society acquisition (in the society section or on an interest schedule)

  2. Press 'Team Intel' and store your update

  3. Status: keep tabs on this requirement by updating it's status e.g. Market search, Out Viewing, Negotiations, Signed, etc

  4. Target Occupancy: when are they looking to occupy the space

  5. Current Tenancy: where they are currently located

  6. Reason: why that requirement has come about

  7. Quality of Requirement: Have you confirmed this as a legit requirement

Now everywhere you or your colleagues view this acquisition you'll see this information, you can also filter and export this information too.

πŸ”“ Note: this is for your agency's eyes only

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