Set up deal stages for new developments and resale

An off-plan sale and a resale don’t travel the same road: one passes through a reservation, the other through an offer. So each gets its own set of stages in Raptor Neo, and you decide what your team records as a deal moves along.

Walkthrough video to followAbout a minute on Settings → Deal Stages, switching pipelines, dragging a stage, hiding one, adding a custom stage and creating a custom field.

Before you begin

• Settings → Deal Stages is for Super Admins only.
• Settle the stage names with your team first. They appear on every deal and as the columns of the kanban board.

The two sets of stages

In Settings → Deal Stages, flip the switch between New Development and Resale Property.

Both pipelines open with New, Qualified and Viewing, and both finish with Contract, then Close Won or Close Lost. Only the fourth stage differs:

Screenshot to followSettings → Deal Stages on the New Development pipeline, with the stage list and the custom field sections beside it.

Each deal runs on the pipeline that matches its property type, New Development or Resale Property. To see what each stage does to a deal, read moving a deal through its stages.

Reorder, hide or add stages

1. Switch to the pipeline you want to change.
2. To reorder, grab a stage’s handle and drag it.
3. Use the eye icon to hide a stage your agency never uses, or to show it again.
4. To add a stage, click + Custom Stage, give it a name and confirm.

You can hide any of the seven system stages, but you can’t remove them. A custom stage has an × that deletes it; before you use it, check the kanban board for deals still sitting in that stage.

Add custom fields

Beside the stage list are the sections and fields that appear on a deal. Click a stage to load its fields, then:

1. To start a new group of fields, click Add a section and give it a name. Or work in a section you already have.
2. Click + Custom Field under that section.
3. In Add Deals Field, give the field a name and pick a Field Type from the table below. For the two selection types, enter the choices people will pick from.
4. Save. The field shows in its section straight away.

Screenshot to followThe Resale Property pipeline with its stage list and one section of custom deal fields open.

Fields belong to a stage, and each pipeline has its own stages. That means a new-development deal and a resale deal can collect different details at the same point.

Where your setup shows

• In Deals, each kanban column is one of the pipeline’s stages, and each deal’s progress bar steps through them.
• The deal itself: your custom sections appear as panels of their own, using the field types you picked.