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.
You add a deal with Add deal, on Pipeline or on the contact’s own page.
Add a deal from Pipeline
Open Add a deal
On Pipeline, click Add deal at the top right. Add a deal opens on the side you are looking at.
Choose the contact
Under Contact, search for the person. Picking them sets the side from their lead type, unless you already chose one: a Seller goes on Selling, and a Buyer, Investor or Renter on Buying. A Buyer & Seller leaves the side as it was, so check it.
Check the side
Change Side if you need to. A deal can’t move between sides on the board later, only from Edit deal.
Choose a listing (optional)
Under Listing, search your listings, or click one next to Suggested:. For a Selling deal, the suggestions are the contact’s own listings that don’t have an open Selling deal yet. For a Buying deal, they are the listings the contact asked about on a property microsite or have a showing for.
Name it and add a value
Deal name fills itself in from the listing’s address, or the contact’s name, followed by “purchase” or “sale”, such as “4108 Duval St purchase”. Type over it to change it. Add Value ($) in whole dollars.
Pick the stage and close date
Stage starts at the side’s first stage. Closed isn’t offered here: you close a deal from the board or its page. Add an Expected close date if you have one.
Save
Click Add deal. The deal appears on the board, and “Deal created” goes on the contact’s timeline.
Add a deal from a contact
On the contact’s page, find Deals and click Add deal. The same dialog opens, with the contact already filled in. When the contact is a Buyer & Seller, pick Buying or Selling before you save.
Selling deals and listings
A listing has one seller and at most one open Selling deal at a time, so:
- A seller with exactly one listing gets it filled in for you.
- If their only listing already has their Selling deal, the dialog says so, with Open it to go to that deal.
- Saving a Selling deal on a listing that already has one, or that has a different seller, shows what’s wrong and saves nothing.
When the listing has no seller yet, the deal’s contact becomes its seller. See How listings and Selling deals stay in step.