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Lease Record: General

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Free

COURSE ID:

11

COURSE DESCRIPTION:

This course is designed to provide Users with an in-depth look at how to add a lease into the Visual Lease platform. By the end of the course, learners will be able to enter a lease by using new lease entry forms, copying an existing lease, or importing it through our importer tool.

 

COURSE MATERIALS:

Course Features

  • Lectures 0
  • Quizzes 0
  • Duration 19:36
  • Students 0
  • Assessments Yes
Becky Brown

Implementation Manager

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Welcome to Training with Visual Lease.  The purpose of this course is to explore the General tab of a lease record.

By the end of the course you will understand how to

  • Navigate the fields captured on the General tab
  • How to update these fields easily and efficiently through the lease record or our import tool

Let’s jump into the platform to begin.  I’ll use my Recently Opened window in the top right of my Lease Dashboard to open an existing lease record.

Lease records are intuitively organized into various tabs that help you enter and view relevant information, as well as access additional lease functionality.

On the left, you’ll find the Lease Sidebar, which remains on the screen as you navigate through the lease record. It summarizes key details from the General and other tabs and offers additional quick links and actions.