Accounts and Deals

Within Enaia, Users create Accounts in order to create Deals.  This is because Users may work on numerous Deals for a single Account (as an example, a User may work on a new Tenant Rep Deal after having represented a client in their previous lease negotiation or a single Account may include deals in different cities or for different product types (industrial, office, retail, etc).  The same is true for Landlord or Sublandlord Rep, where each new inquiry may lead to a prospective Deal, all under the same Account (the Building or Sublandlord's address).

• To create an Account, simply create the Account while in the Prospect Tracker (or in the Prospect/Client screens) by selecting "Create New Account."  You can create as many Deals as necessary for that Account once the Account has been made.  
• To create a Deal, enter the Deal Pipeline and select "Create New Deal," where you'll see a list of Accounts (or select "Create Account" from within the "Create New Deal" flow.