Every deal runs through a fixed set of stages. The stage lets the whole team see where a deal stands at a glance, and moving into some stages opens the next job for you.
The stages
A Resale deal runs New → Qualified → Viewing → Under Offer → Contract → Close. The path for New Development is the same, except that a reservation stage sits in fourth place instead of Under Offer. At the end, a deal closes as Close Won or Close Lost.
| Moving into | What happens |
|---|---|
| Qualified | Where most new deals begin |
| Viewing | The Schedule Viewing pop-up opens, and saving it creates the viewing activity |
| Under Offer, or the reservation stage | The Offer pop-up opens, so you can record the price, the date and a description |
| Contract | Also reached by accepting an offer |
| Close Won / Close Lost | Close Lost asks why the deal was lost |
A stage can also carry custom sections of its own, such as Financial Details, which an admin sets up. Under Settings → Deal Stages, a Super Admin can add stages to either pipeline, hide them or change their order. The preset stages can be hidden but never removed. See setting up deal stages.
The stage bar
A bar along the top of each deal lists its stages in order, with the date the deal reached each one.
Move a deal on
- Open the deal.
- Click Update Stage.
- Choose the new stage, or Close Won or Close Lost at the end of the list.
A new deal starts at Qualified unless you pick a different stage when you create it. If the buyer is already viewing or making offers, start it further along.
Two other actions change the stage for you:
- Dragging the card to another column on the kanban board. See the deal layouts.
- Accepting an offer, which takes the deal to Contract. See working with offers.
Ending a deal
- Close Won records the deal as won.
- Close Lost asks for the reason the deal fell through.
Everything else that changes at the end is in what changes when you close a deal.
Check it worked
- The badge beside the deal’s name shows the new stage, and the stage bar gains a date.
- Days in Stage begins counting again from zero.
- On the kanban board, the card now sits in its new column.
