In the Kanban Board view, Deal Cards display the unique deal name, lead broker's name, asset type and status. All of these details are entered by you when you create the deal and can be edited at any time in 'Deal Settings'. If expanded, you can see further details like updates.

Click on any deal card to view the Deal Summary Page. This page gives you more details of a deal like criteria, status updates, which milestone you're currently at to attached resources.

There are several active deal pipeline boards to work from. Active Deals can be organized on 3 different boards: Prospect, Lease or Purchase. The milestones for each Active Deal Board can be customized by an Admin for the organization in the Manage workspace, under 'Org Settings' > 'Deal Pipelines'.

You can define as many pipeline stages per Active Board as you'd like.

Closed Deals have 1 pipeline board for when a Contract is executed. Lost & On-Hold is like an Archive Board for deals not currently active.

Navigation Bar

1 | View your data according to Contacts, Activities, Tours, Client Requirements and more.

2 | Here you'll find all your deals listed out by type, click any deal name to navigate to see all completed and in progress milestones like the survey, negotiations, etc.

By default you'll land on the Lease Pipeline Board, click the list icon to view a list of all deals.

Use the filters to drill into specific deals. Filter by Executing this year, Client name (great for portfolio clients), Broker (Useful tool for support team members who want to look at deals per Broker they support), Last Updated etc.