Connecting Advisory With Transactions

Advisory teams typically work from lease transactions. It would be useful to surface the connected lease to the advisory section - to connect the two elements together.

Advisory teams often search for a transaction first (or at least start their journey here), it would therefore useful to have ‘Add Advisory Project’ in the lease record. Clicking on said button navigates to the advisory section and auto-populates the Property and Lease in the create form.

Add Advisory Project From Transactions

Create field and auto-populate property and transaction fields in the create form

Create transaction field in record