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Tenant Rep Proposals

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Summary
-
Previous: Transaction Pipeline

A Proposal is the first stage of the Pipeline.

To create a new Proposal:

  1. Either
    1. If on a Company, Contact or Property record, navigate to the Proposal related list and click New Proposal
    2. If on the Proposal home page click the New button.
  1. Select the appropriate Record Type
    1. For the Tenant Representation walk-through, we will be using Tenant Representation
  1. Fill in the Appropriate Fields
    1. Some key fields for a Seller Representation Proposal Include:
      1. Proposal Name - This is a required field. Apto suggests using a uniform naming convention for all of your proposals. An example would be Client Name - Date, or Property Name - Date.
      2. Client - This is a lookup to the Contact Object; it is the lead contact involved in the pitch, the decision maker who will ultimately decide who the listing is awarded to.
      3. Client Company - This is a lookup to the Company Object. If left blank this field will automatically fill itself in with the Company associated with the Client entered in the previous step once the record is saved.
      4. Status - The status of the proposal. This is used in views and reporting to determine if a proposal is Active, Won or Lost.
      5. Commission ($) - Used for forecasting potential commission. This will automatically fill in a value on the commission related list.
  1. Once the record is saved the Commissions related list will automatically create a record.
    1. The Proposal will have one related commission record at first.
      1. It will assign 100% of the fee on the deal to the user who created the Proposal.
    2. In order to edit this or add additional Internal Agents (Users) or External Agents (Contacts) click Edit Commission
  1. To add Internal Agents click Add Internal Agent
    1. Enter their percentage of the deal
  2. To add External Agents click Add External Agent
    1. Enter their percentage of the deal
      1. The Total % must equal 100% before saving the record.
  1. If the Proposal is Lost
    1. Modify the Status to Dead or Not Won
  2. If the Proposal is Won
    1. Click the Convert button
      1. Once the Convert button is clicked the system will work to create a Listing record.
      2. The Status of the Proposal will be updated to Won.
      3. The Commission record(s) will be moved from the Proposal to the Listing.
      4. The Listing will be named the same as the Proposal.
      5. The Client, Client Company, Commission ($) and Record Type will all be pulled through to the Listing.


 
Next: Working with Listings

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