Keeping a record of your deals is essential for tracking and reporting purposes. PropSpace makes it simple to download your deals in either Excel format. Follow these steps to easily download your deals list.
Click on Work and select Deals.
Select the deals you want to download.
If you want to download all the deals per page, click the Select All button. You can choose to display 10, 25, 50, or 100 entries per page, with a maximum of 100 entries.
Select the deals that you want to download. Click share options and select download selected deals as excel table.
Request SMS code. Once the SMS code is received, input the code on the box and click verify.
Click download as preferred Excel.
A downloaded deals table example is attached.
By downloading your deals list, you can maintain a backup, streamline reporting, and track your progress efficiently. For any additional questions or support, don't hesitate to reach out.
Keeping a backup of your contacts is an essential task, and PropSpace makes it simple to download your contact list for easy access and record-keeping. Whether you're working with leads or clients, here's how to download your contacts in PDF or Excel ...
Are you a new real estate agency looking to organize your operations or an established one ready to upgrade your processes? PropSpace CRM offers a hassle-free way to import your existing data into our system. Why Choose PropSpace for Your Data ...
PropSpace makes it easy to create and manage rental deals while automatically generating essential documents. Follow these simple steps to create a rental deal and ensure all details are captured correctly. Navigate to Work > Deals screen in the top ...
Yes, you can upload a copy of scanned documents to your deals. Navigate to the Deals screen and select the deal record you wish to upload a document to. Click on the "Edit Deal" button, and then go to the Documents tab. Click on the "Upload" button. ...
Adding VAT to your sale deals in PropSpace is a simple process. Follow the steps below to ensure VAT is correctly applied to your commission. To enable VAT, go to the Admin screen, click Profile, and select Yes for Enable VAT . From the Work Screen, ...