Skip to main content
The Deal Pipeline is where you track every saved property from first contact through closing. Find it by clicking Deal Pipeline in the sidebar. You can work it as a Kanban board, a sortable table, or a map.
Key things to know
  • Deals move through stages (columns) - drag a card, or use the Stage dropdown.
  • Stages, colors, and checklists are configurable in Pipeline Settings (the gear icon in the Deal Pipeline toolbar).
  • Select cards to Message, enroll in a Sequence, set an Owner, or move Stage in bulk.
  • Set a Default Follow-Up window once in Pipeline Settings; deals then show as Awaiting Follow Up when due (override per deal anytime).
  • Moving a deal to Irrelevant archives its conversations; Revisit parks it without archiving.
Related settings: Pipeline stages and default follow-ups are configured from the gear icon in the Deal Pipeline toolbar. Organization settings such as team members, roles, and deal tags are covered in Advanced Settings > Organization.

​
In this section

Stages

The columns of the pipeline, how deals move, and how to configure them.

Views & Cards

Board, table, and map views, and what each card shows.

Follow-ups

Keep deals from going cold with automatic and manual follow-ups.

Search & Filters

Search, sort, and the full set of pipeline filters.

Bulk Actions

Message, enroll, assign, or move multiple deals at once.

​
How deals enter and leave

  • Enter: save from Deal Hub (the heart icon), Save to Edit from a Lookup property, or create a manual off-market deal. New deals start in Not Contacted.
  • Leave: move through stages to Closed, park in Revisit, or move to Irrelevant (which archives the conversations).

​
Inside a property

Click any card to open the full property workspace - analysis, conversation, stage checklists, and notes. From its header you can set a Follow-Up, assign an owner and tags, enroll in a Sequence, change the Stage, Export PDF, and open Zillow or Map. See Property Details.

​
Common questions

Yes - open Pipeline Settings (the gear icon in the Deal Pipeline toolbar) to rename, recolor, reorder, and set checklists for unlocked stages, and to add new stages. Locked stages can’t be renamed. See Stages.
Communication badges are hidden in the Not Contacted and Irrelevant stages by design.
The listing-agent conversations are archived. Use Revisit instead if you want to park a deal without archiving its conversations.
Default writes a real due date (now plus your org’s default window). Not set uses automatic timing from your last contact, and the clock resets each time you message. See Follow-ups.
There’s no separate email or push reminder. Due follow-ups appear on the dashboard’s Follow Ups Needed card and under the Awaiting Follow Up status filter.
On small screens the view toggles, portfolios, the Irrelevant toggle, and Pipeline Settings are hidden; you get a stage filter plus a single card list.

​
Limitations

  • The board loads up to 5,000 saved properties and isn’t paginated.
  • Manual card order within a column isn’t saved - ordering follows your chosen sort.
  • Filters don’t persist when you leave the page.