| Stage | What it means |
|---|---|
| Not Contacted | Newly saved deals you haven’t reached out about yet. New properties land here. |
| Contacted | You’ve started a conversation with the listing agent. |
| Official Contract Sent | You’ve submitted an offer and are awaiting a response. |
| Under Contract | Offer accepted; working through earnest money, title, and inspection. |
| Inspection | Inspection scheduled or underway; negotiating repairs. |
| Closing | Final walkthrough, signing, and funding. |
| Closed | Deal done. Moving here shows a celebration. |
| Revisit | A holding stage to park a deal and revisit later (conversations are not archived). |
| Irrelevant | Not a fit. Moving here archives the listing-agent conversations. |
Stage names, colors, order, and checklists are configurable per organization in Pipeline
Settings. Open it from the gear icon in the top-right of the Deal Pipeline toolbar (or
More options → Pipeline Settings) - this is different from the main Settings in the
left sidebar. Some stages are Locked and can’t be renamed or recolored.
Related settings: Team members, roles, and deal tags live in
Advanced Settings > Organization. Pipeline
Settings itself opens from the Deal Pipeline toolbar gear, not the main Settings sidebar.
How deals move between stages
- Drag and drop a card to another column (board view).
- Use the Stage dropdown in a property’s header (any view).
- Some moves are special: moving to Contacted without a prior message prompts you to document the communication; moving to Under Contract asks for contract details first; and moving to Closed shows a “Deal closed” celebration.