| Action | What it does |
|---|---|
| Follow-Up | Set a reminder: Not set, Default (N days), In 1 day through In 3 months, an exact date, or No follow up. |
| Stage dropdown | Move the property to another pipeline stage. |
| Owner dropdown | Assign the deal to a teammate or No owner. |
| Tags | Apply your organization’s deal tags. |
| Inspection / Closing cards | Show deadlines once the property is under contract. |
| Sequences | Enroll the contact in a sequence; when enrolled, a pill shows the sequence name with a remove option. |
| Export PDF | Export a combined property report including the calculator snapshot. |
| Zillow / Map | Open the listing on Zillow or the location in Google Maps. |
| Save to Edit | Save a Deal Hub or Lookup property into your Deal Pipeline so edits and analysis persist. |
Save to Edit vs Save
- Save to Edit adds an unsaved Deal Hub or Lookup property to your Deal Pipeline.
- Save inside Financial Analysis persists analysis changes for a property already in the pipeline.