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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, and every card opens the full property workspace with analysis, conversation, and notes.
Key things to know
  • Deals move through stages (columns) - drag a card, or use the Stage dropdown.
  • Stages, colors, checklists, and the automation timers are configured 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 Awaiting Follow Up when due (override per deal anytime).
  • Moving a deal to Lost archives its conversations and starts a deletion countdown; Revisit parks it without archiving.
Related settings: Pipeline stages, default follow-ups, and the automatic cleanup windows 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.

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In this section

Stages

The columns of the pipeline, how deals move (manually and automatically), and how to configure them.

Views & Cards

Board, table, and map views, every element on a card, and all status badges.

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.

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How deals enter the pipeline

A deal is a saved property. Properties enter the pipeline when you:
  • Save from Deal Hub - click the heart icon on a property card.
  • Save to Edit - click Save to Edit inside a property you opened from Deal Hub or Lookup.
  • Create a manual off-market deal - from the Off-Market/Lookup page.
  • Message or schedule a message about a property - messaging a listing agent about an unsaved property saves it automatically so the conversation has a deal to live on.
New deals always start in the first stage, Not Contacted.

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How deals move and leave

  • You move them - drag a card between columns, or use the Stage dropdown inside the property. See Stages for moves with special behavior (Contacted, Under Contract, Closed, Lost).
  • The system moves them - a deal advances to Contacted automatically when you first message its listing agent, inactive early-stage deals move to Revisit, and stale Revisit deals move to Lost. Every card shows an Auto or Manual pill explaining how it got to its current stage.
  • They finish - a deal ends in Closed (with a celebration) or Lost. Deals left in Lost are deleted automatically after 30 days; their message history is preserved and re-saving the property revives it. See Stages.

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A typical daily workflow

1

Check what needs attention

Open the Status filter and select Awaiting Follow Up and Need Reply. These are the deals waiting on you. The dashboard’s Follow Ups Needed card opens the same view.
2

Work the conversations

Click a card to open the property, reply or follow up from the conversation panel, and set the next Follow-Up if the default timing doesn’t fit.
3

Move deals forward

Drag deals that progressed to their new stage, or use the Stage dropdown in the property header. Complete the stage checklist items on the stage tab as you go.
4

Triage what's stale

Park deals you want to return to in Revisit, and move dead deals to Lost. The automatic cleanup rules handle anything you miss.

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Inside a property

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

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Common questions

Sending the first SMS, email, or call to the listing agent about that specific property advances the deal from Not Contacted to Contacted automatically. Only the property you actually communicated about moves - other deals with the same agent stay put. The card’s Auto pill explains the move when you click it.
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 (marked with a lock icon) can’t be renamed. See Stages.
Communication badges are hidden in the Not Contacted and Lost stages by design. In Not Contacted, agent activity could be inherited from other properties tied to the same agent; in Lost, the deal is out of active circulation. Each column has an info icon explaining this on the board.
The listing-agent conversation is archived, unless the contact still has other active deals with you. Use Revisit instead if you want to park a deal without archiving its conversations. Deals left in Lost are removed automatically after 30 days; their message history is kept and the property shows as “(Deleted)” in Messages. Archived contacts stay visible on the Lost deal’s card, and adding an archived contact to an active (non-Lost) deal reopens their conversation automatically.
The two most common reasons: it sat in Lost past your organization’s retention period and was deleted automatically (each Lost card shows a “Deletes in Xd” countdown first), or a filter is active - check the filter count pill in the toolbar and the Lost toggle (the Lost column is hidden by default).
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 Lost toggle, and Pipeline Settings are hidden; you get a stage filter plus a single card list.

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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, and there are no saved filter presets.
  • There’s no real-time sync of teammates’ changes - refresh the page to see their updates.