Here is a step-by-step guide to managing space in the CRM. In this article we’ll show you how to add and delete spaces, our naming conventions, and everything else you need to know about managing spaces.
First step, go to the Retailsphere.com platform and sign in. On the right next to the profile picture (to the left) is “My Spaces.” Click My Spaces to manage, add, delete and edit your spaces.
After clicking “My Spaces” a list of all of your spaces will list on the page. Additionally, you can see the “Stage” the space is in.
To add a space, click the “+ add a space” button just to the top right under “My Spaces.” The screenshot below shows the “Add a Space” screen, and gives all of the fields. Try and give as much information as you have for your space before saving.
Under the “Stage” section you can click the dropdown and designate the stage of construction our space is in.
You have the options of Under Construction, Accepting Tenants, Tenant Matching and Occupied.
When adding a space, you can relate the space to a shopping location/building. This is recommended because it will make the space easier to find if you have many spaces in the CRM.
When naming a space, it is recommended to:
- Keep it short and recognizable
- Whenever possible, stay consistent with external documents
- For example, if a site plan refers to the spaces as “Unit 10”, you may also want to name in “Unit 10” in Retailsphere.
- For freestanding or pad spaces, use a partial address (Example: “123 Cross Street”)
When naming a space, it is not recommended to:
- Add the shopping location name (you can assign a location to the space in another field)
- Add the tenant name (you can assign a retailer to the space in another field)
- Add the full address including city, state, zip-code
- Use a name others may not recognize
If you need to make changes or delete a space for whatever reason, you can click the space. Click the “Remove the Space.”
You will be prompted one final time:
