Deals
Track every opportunity stage by stage, from the first offer to the close.
5 guides
- See your deals as a table, as cards or on a kanban board One pipeline, three layouts. Choose the one that suits the job in front of you.
- Move a deal from one stage to the next The stages from New to the close, what moving into each one does, and how a deal ends.
- Record, accept or reject an offer on a deal Keep every offer on the deal itself, from the opening figure to the one your client agrees.
- Understand the commission estimate on a deal Where the figure comes from, what each row on the card means, and when it becomes final.
- What changes when you close a deal Won or lost, the deal stays on record. The stage, the commission and the listing's status update for you.
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