See your deals as a table, as cards or on a kanban board

A deal follows one buyer or tenant, and the listings they’re weighing up, from first interest through viewings and offers to the close. The Deals page lets you take in the whole pipeline from above in three layouts: a table for scanning, cards for browsing, and a kanban board for moving deals along by hand.

Walkthrough video to followAbout forty seconds on screen, switching between the two pipelines and then between the table, card and kanban layouts on the Deals page.

Choose the pipeline

Deals are kept apart by property type, and a toggle above the list switches between New Development and Resale Property. It sets which deals you’re looking at, and changes the quick filters, the columns and the kanban stages to suit.

Change the layout

1. Open Deals.
2. Use the view switch to pick Table, Cards or Kanban.

Screenshot to followThe control on the Deals page that changes the layout between Table, Cards and Kanban.

The table is the layout you see first.

Table

Each row is one deal. Along the row you’ll find the Deal Name, who the buyer or tenant is, the Price, the current Stage, the Agent and when it was last Updated. Open a deal from its row. On this page, Price means the budget range recorded on the deal, not a listing’s asking price.

Screenshot to followThe New Development deals table, one deal per row, each with its stage badge and the time it was last updated.

Cards

One card per deal, laid out for browsing. A New Development card shows the deal name, the property’s address, the buyer, the developer, the available date, the commission rate, the price and the stage badge, along with when the deal was last updated.

Screenshot to followDeals laid out as cards for browsing, each card carrying its price and stage badge.

Kanban

Every open stage has its own column, topped with a running count and a + Add deal button. Closed deals are folded into a single collapsed column at the far end. Click Show all to open it.

Screenshot to followThe kanban board with a column for each open stage, a running count at the top of each, and closed deals folded away at the far end.

To move a deal along:

1. Drag its card into another column.
2. Drop it there. The deal takes on that column’s stage.

More on this in moving a deal from one stage to the next.

Narrow the list

You can filter deals by:

• Stage
• the agent who owns the deal
• price range
• expected closing date

You can also sort them by when they were last updated or created, or by name.