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.