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When you pick up a new seller listing or start working with a buyer, you create a deal card for them. The card keeps the property details, contact info, and deal activity all in one spot. Here is how to add a seller deal and a buyer deal.

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Add a seller deal

1

Open the Sellers pipeline

Click Deals in the left sidebar, then click the Sellers tab.
2

Create a new deal

Click + New Deal in the top-right corner.
3

Fill in the deal details

Enter the Property Address, select or create the Owner/Contact, and enter the Asking Price.
4

Save the deal

Click Save. The deal card appears in your Sellers pipeline at the Prospect stage.

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Add a buyer deal

1

Open the Buyers pipeline

Click Deals in the left sidebar, then click the Buyers tab.
2

Create a new deal

Click + New Deal in the top-right corner.
3

Fill in the deal details

Select or create the Buyer Contact, choose the Property Type they are looking for, and enter their Price Range.
4

Save the deal

Click Save. The deal card appears in your Buyers pipeline at the Prospect stage.
Always link a deal to an existing contact record when you can. That way every call, text, and note from the contact record shows up in the deal’s activity log automatically.