Generating Site Acquisition Requests

The following is a high-level overview of the steps involved in generating site acquisition requests:

  • Setup Site Types

    Site types enable the user to predefine the types of sites which are to be acquired. Site types can be of Retail, Commercial, Residential etc.

  • Create attributes for each site type.

  • Create supplemental data for each site type.

  • Create or upload sites under consideration.

  • Enter contact address book information for quick retrieval of contacts.

  • Create a site acquisition request (SAR). Attach sites, contacts, and documents relevant to this transaction. Generate the Comparison Matrix.

  • Approve/deny site acquisition request (SAR). Select site(s) as finalists, change site ranks manually.

  • (optional) Create an asset, lease or project from the final site(s) selected.