Meet Dottid Company Pages (and New Modals)
Meet the new tab in your sidebar- the Company Page. Evaluate a company’s risk and exposure in their total AUM and much more.
This and the highly-requested improvements to the Deal and Inquiry modals are here. Login to try them out now or get a demo to see for yourself.
Company Pages
Users can view data across a company's deals, inquiries, and leases in one place
🚨 What's New?
View a company's full contents through different lenses like lease expiration, deal stage, market, fund, portfolio and property
See the total income a company will bring them over the life of the current or potential lease
See what percent of their total assets under management a given company makes up
💪 Why is it valuable?
Evaluate the company's risk and exposure in their total AUM.
Inquiry & Deal Modal Upgrades
Significant updates have been made to the inquiry and deal modal to enhance the user's experience and ensure company names are the same for proper data aggregation
🚨 What's New?
Users can select 'Inquired Date'
Users now have a list of companies to choose from
Users can create a new inquiry while in the deal modal
Users can add a label to differentiate deals from the same company, Undisclosed companies
💪 Why is it valuable?
Less clicks! Users no longer need to be kicked back to the inquiry modal when creating a new deal on a new prospect
Accurate data. A user does not need to rush to add an inquiry or deal on web the same day the inquiry comes in to ensure data integrity is maintained
Increased Organization. Customized labels allow for an organized workflow