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The Deal Detail page gives you everything about a specific transaction in one place. Open it by clicking any deal card from the Deals list or from a pipeline board.

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Deal header

At the top you’ll see:
  • Deal title (usually Contact Name — Property Address)
  • Current pipeline stage with a step indicator
  • Deal value and expected close date
  • Assigned agent
  • Days open / days in current stage
Click Edit in the header to update any of these fields.

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Moving through pipeline stages

The stage bar at the top lets you advance or revert the deal stage with a single click. Each stage change is logged to the timeline with a timestamp. You can also drag the deal card on the Pipeline page instead.
Some stage transitions can trigger automated workflows — for example, moving to “Offer Submitted” might auto-send a confirmation email to the client. See Workflows for how to set these up.

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Contacts panel

Shows all people associated with this deal — buyers, sellers, co-agents, lawyers, etc. Click any name to open their Person Detail page. Add or remove contacts from the deal at any time.

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Property panel

The linked property (or properties) for this deal. Shows address, listing price, listing status, and a thumbnail. Click to open the Property Detail page.

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Activity Timeline

Same as the Person Detail timeline, but scoped to this deal:
  • Calls — Any calls tagged to this deal, with recording and transcript
  • Emails — Emails where this deal was referenced
  • Notes — Deal-specific notes (e.g., “Client wants to close by March 15”)
  • Stage changes — Every pipeline move logged automatically
  • Tasks — Associated tasks and their status

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Tasks

The Tasks tab shows all tasks linked to this deal. Add new tasks directly here and assign them to yourself or a teammate. Tasks inherit the deal association automatically.

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Documents

Attach files to the deal — purchase agreements, inspection reports, disclosure forms, etc. Files are stored securely and accessible to all team members with deal access.

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Financials

Track the deal’s financial details:
  • Purchase price — Final agreed price
  • Commission — Your commission percentage and calculated amount
  • Referral splits — If you’re splitting with another agent
  • Net commission — After splits and brokerage fees

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Notifications

You and your team receive in-app and email notifications when:
  • A deal hasn’t had activity in X days (configurable)
  • The close date is approaching and the deal is still open
  • A teammate moves the stage or adds a note