Track a deal from lead to completion

Work a deal

1. 1

   Open My Deals

   Select My Deals in the menu. Your deals sit in columns, one for each stage.

2. 2

   Add a deal

   Select "Add deal", then choose "From Scanners", "Browse Properties", "Import from URL", "Import CSV" or "Add Manually". On any card, "Add to pipeline" in the More menu also works.

3. 3

   Move it on

   The stages are Lead, Analysis, Due Diligence, Negotiation, Under Offer, Exchange and Completion. Drag a card to the next column, or open its More menu and choose "Move to stage".

4. 4

   Open the deal

   The main button is the next step for the stage. The tabs are Overview, Numbers, Comms, Tasks and Documents.

5. 5

   Keep notes with it

   In the deal's More menu, choose "Add note", "Log viewing" or "Call agent" to record what happened.

6. 6

   Find the right deal

   Use "Search deals" and Filters, and switch between Next, Board, List and Chart.

Common questions