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Getting started
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Contacts and leads
Timeline, notes and logging
Tasks and reminders
Pipeline and deals
Listings and showings
Property microsites
Lead capture
Email and Inbox
Notifications
Import and export
Analytics
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Plans, billing and trial
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Troubleshooting

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Pipeline and deals

Track Buying and Selling deals from the first showing to closing.

How Buying and Selling deals work

A deal tracks one purchase or one sale for a contact, on its own list of stages, apart from the contact's lead stage.

Add a deal

Add a Buying or Selling deal from Pipeline or from a contact's page, with an optional listing, value and expected close date.

Move a deal to its next stage

Drag a card on the Pipeline board, or click a stage on the deal's page, to move one deal along.

Close a deal

Record the final sale price, commission rate, close date and gross commission when a deal reaches Closed.

The deal page

What a deal's page shows, from its details and listing to its tasks, notes and the contact's timeline.

Edit, change the side of or delete a deal

Change a deal's name, value, side, expected close date, commission rate or notes, or delete the deal.

Rename your deal stages

Give a Buying or Selling stage your own name from its column on the Pipeline board.

Expected income, volume and average deal

How the three figures at the top of Pipeline, and each column's total, are worked out.

Set your default commission rate

Set the commission rate Relivo offers when you close a deal and uses in Analytics when a deal has none.

How listings and Selling deals stay in step

A listing's seller has its Selling deal, and the deal's stage and the listing's status follow each other.

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