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The property header is the deal’s control strip: every pipeline action lives here, so you can manage the deal without leaving the analysis or the conversation.

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All header actions

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Assign an owner and tags

1

Open the Owner dropdown

Click the owner control in the header and pick a teammate (or No owner to clear). The change saves immediately.
2

Apply deal tags

Click the Deal tags control and toggle the tags that fit. A toast confirms “Deal tags updated.”
3

Find them later

Use the Owner and Tags filters on the Deal Pipeline to pull up exactly these deals - both are multi-select. See Search & Filters.

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Save to Edit vs Save

  • Save to Edit adds an unsaved Deal Hub or Lookup property to your Deal Pipeline. Until then, analysis tiles show a “Save to persist” hint and edits stay local.
  • Save inside Financial Analysis persists analysis changes for a property already in the pipeline.

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Common questions

Those controls only appear for properties saved to your Deal Pipeline. From Deal Hub or Lookup, click Save to Edit first.
Moving to Under Contract captures contract details (price, dates, deadlines) first; the move completes when you click Save & move to Under Contract. Those details power the Inspection and Closing deadline cards.
No - the control shows one active enrollment per contact. Remove the current enrollment first, then enroll in the other sequence. See Sequences.
A combined property report: the key property facts plus the current Deal Calculator snapshot, with your organization’s branding.
The deal is in Lost and will be deleted automatically when the countdown ends. Move it to any other stage to keep it.