Track deals on the pipeline board

What it is

Deals shows your opportunities on a board, one column per stage, with the count and total value in each. Each card shows the contact, the value, the next task and how many days it has been in that stage.

Where to find it

CRM > Deals

Steps

The first time, press Create my pipeline. RealDialer sets up a listing pipeline: New lead, Contacted, Appointment set, Listing appointment, Agreement signed, Under contract, Closed and Lost.
Press New deal, find the contact, and add a name, value and expected close date. Pick a starting stage if you want.

In CRM > Deals, press New deal
Press Create deal.

Find the contact, add a value, then Create deal
To change a stage, drag the card to another column, or press Move on the card and pick a stage.

Press Move on a card and pick a stage
Use the filters at the top to switch pipeline, show open, won or lost deals, or see one person’s deals.
Click a card to open the contact.

Good to know

You can also open a deal from a contact record with the Deal button or the Deals tab.
On a contact record, an open deal shows a stage track you can click to move it.
The board shows the first 100 deals. Narrow by owner or status to see the rest.
Deleted deals go to the Recycle Bin for 30 days.
Automations can start when a deal is created, moves stage, is won or is lost.

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