Dashboard
See your entire portfolio at a glance
- How to Create a Custom Dashboard View
- How to Customize the Graphs on your Dashboard
- How to Add Internal Comments
Relationships & Activity
Managing and organizing your contacts, properties, and relationships.
- How To Add a New Property
- How to Add a New Joint Venture
- How to Add a New Fund
- How to Add a New Person
CapitalDesk
Create a new CapitalDesk to share with your investors.
- How to Create a New CapitalDesk
- How to Upload Documents to your CapitalDesk
- How to Change the Status of your CapitalDesk to Viewable for Investors
- How to Customize your CapitalDesk Dashboard
- How to Add Properties to your CapitalDesk
LeaseDesk
Viewing and managing your lease documents.
- How to Create A New AI Lease Abstraction in LeaseDesk
- How To Create A New AI Lease Abstraction in Portfolio
Getting Started
Getting started in CommercializeIQ
- How to Invite and Manage Team Members
- How to Add a Profile Picture
- How to Update your Team Name
- How To Upload your Team Logo