> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Header Actions

> Use the property header for follow-ups, stage moves, owner, tags, sequences, deadlines, exports, and saving.

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.

## All header actions

| Action                        | What it does                                                                                                                                                                                                                                                              |
| ----------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Follow-Up**                 | Set the next reminder: **Not set**, **Default (Nd)**, **In 1 day** through **In 30 days**, **In 3 months**, **Exact date...**, or **No follow up**. Shows the due date with "in 2d" / "due now" / "overdue" status. See [Follow-ups](/features/deal-pipeline/follow-ups). |
| **Stage** dropdown            | Move the property to another pipeline stage. Some moves do more: Under Contract asks for contract details first, Closed plays a celebration, Lost archives conversations.                                                                                                 |
| **Owner** dropdown            | Assign the deal to a teammate or **No owner**. The owner appears as a pill on the board card and powers the Owner filter.                                                                                                                                                 |
| **Deal tags**                 | Apply your organization's deal tags (new organizations start with **Investor**, **Fund**, and **Wholesale**). Up to two show on the card, with **+N** for more. Manage the list in [Advanced Settings > Organization](/settings/advanced-settings/organization).          |
| **Inspection / Closing** card | Appears once the property is under contract, showing both deadlines from the contract details. Small tabs on the card switch between the two dates; overdue dates highlight.                                                                                              |
| **Sequence**                  | Enroll the contact in a [sequence](/features/sequences). When enrolled, the control shows the sequence name and current step, with a remove option.                                                                                                                       |
| **Export PDF**                | Export a combined property report including the calculator snapshot - useful for partners and lenders.                                                                                                                                                                    |
| **Zillow** / **Map**          | Open the listing on Zillow or the location in Google Maps in a new tab.                                                                                                                                                                                                   |
| Deletion countdown            | For deals in the **Lost** stage, a "Deletes in Xd" pill shows when the deal will be removed automatically (red in the final week). Move the deal out of Lost to keep it - see [Stages](/features/deal-pipeline/stages).                                                   |
| **Auto** / **Manual** pill    | Explains how the deal entered its current stage; click it for the full explanation.                                                                                                                                                                                       |
| **Save to Edit**              | Save a Deal Hub or Lookup property into your Deal Pipeline so edits and analysis persist.                                                                                                                                                                                 |

## Assign an owner and tags

<Steps>
  <Step title="Open the Owner dropdown">
    Click the owner control in the header and pick a teammate (or **No owner** to clear).
    The change saves immediately.
  </Step>

  <Step title="Apply deal tags">
    Click the **Deal tags** control and toggle the tags that fit. A toast confirms "Deal tags
    updated."
  </Step>

  <Step title="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](/features/deal-pipeline/filters).
  </Step>
</Steps>

## 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.

## Common questions

<AccordionGroup>
  <Accordion title="Why don't I see Follow-Up, Owner, or Tags?">
    Those controls only appear for properties saved to your Deal Pipeline. From Deal Hub or
    Lookup, click **Save to Edit** first.
  </Accordion>

  <Accordion title="Why did choosing Under Contract open a form?">
    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.
  </Accordion>

  <Accordion title="Can I enroll a deal in two sequences?">
    No - the control shows one active enrollment per contact. Remove the current enrollment
    first, then enroll in the other sequence. See [Sequences](/features/sequences).
  </Accordion>

  <Accordion title="What's included in the PDF export?">
    A combined property report: the key property facts plus the current Deal Calculator
    snapshot, with your organization's branding.
  </Accordion>

  <Accordion title="Why is there a countdown next to Export PDF?">
    The deal is in **Lost** and will be deleted automatically when the countdown ends. Move
    it to any other stage to keep it.
  </Accordion>
</AccordionGroup>

## Related pages

* [Deal Pipeline: Follow-ups](/features/deal-pipeline/follow-ups)
* [Deal Pipeline: Stages](/features/deal-pipeline/stages)
* [Sequences](/features/sequences)