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Transactions: Creating a transaction
Transactions: Creating a transaction

How to create a transaction from a disposal or requirement

Holly Moran avatar
Written by Holly Moran
Updated over a week ago

Part 1: Record a letting or sale from a disposal

Logging deals is an essential part of your work flow for lease renewals and utilise the data for comparables.

Step 1: Go to the disposal you need to convert to a deal

Once your disposal has been LET or SOLD, we will need to update the disposal for this to create a transaction. Find the disposal and click actions in the top right hand corner and record either a letting or a sale.

Step 2: Add as much information as possible!

If the tenant is on your schedule, click the button and it will show you a list of enquiries that are on the interest schedule for this property. This will link the tenant's details to the transaction! If they are not on your schedule, you can click this and continue on. You still have the option to add their details to the transactions record at a later date!

Select the space they have taken, whether its individual floors or units or the whole disposal. Last step is adding the headline details and choosing where you'd like this unpublished from.

Part 2: Log a deal from a requirement

Once a requirement has been successful, click actions and complete the requirement

If the property is on your schedule, just select the property they have completed with. If the property is not on your schedule, you can enter the size and associate property details to the record after creating the transaction.

Once the requirement is completed, you can now layer your intel on the transaction.

If the requirement has completed elsewhere, you have the option to archive it so that you know all the requirements you see are active.

✨ PRO TIP: All archived requirements can still be accessed in future if needed! Just utilise the status filter in your requirement hub!

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