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Lease Management Field Setup

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Free

COURSE ID

6

COURSE DESCRIPTION

This course is designed to provide User Administrators with an in-depth view into how-to set up commonly used fields that capture key characteristics about your leases. By the end of the course, you will know how to adjust the values that appear in commonly used fields found in various tabs of the lease record. You will then be able to set up your account to meet your organization’s preferences.

 

COURSE MATERIALS

Course Features

  • Lectures 1
  • Quizzes 1
  • Duration 19:58
  • Students 0
  • Assessments Yes

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DATE OF UPLOAD

October 29, 2020

Anjie Wheeler

Training Specialist

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Welcome to training with Visual Lease. This course is designed to give you an in-depth understanding of how to setup commonly used fields that capture key characteristics about your leases.

By the end of the course, you will know how to adjust the values that appear in commonly used fields found on various tabs of the lease record.  This will enable you to setup your account, so it looks and feels familiar to you and organization.

Throughout this training, I will toggle between the lease record screen, which all of your users will be able to access, and the Visual Lease Administrator Tool. The Administrator tool is only accessible by your account’s Administrator.  This will help you understand what these fields are and how they display within the platform.