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

# Deal Detail

> The full view of a single deal — people, property, timeline, tasks, documents, and financials

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.

## 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.

## 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](/crm/pipelines) instead.

<Note>
  Some stage transitions can trigger automated workflows — for example, moving to "Offer Submitted" might auto-send a confirmation email to the client. See [Workflows](/automation/workflows) for how to set these up.
</Note>

## Closing

The Closing tab tracks every milestone from offer to close. Set up a checklist by picking a transaction type, a starter template (or a blank checklist), and a closing date — Winnerr computes each milestone's due date from the closing date and groups them into before-closing and after-closing sections. See [Closing Checklist](/crm/closing-checklist) for the full walkthrough, including how the default templates work and what's not yet supported.

## Contacts panel

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

## 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](/properties/detail).

## Activity Timeline

Same as the [Person Detail timeline](/crm/person-detail), 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

## 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.

## 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.

Generated documents on a deal can be sent for e-signature directly from the document detail page. The signers are derived from the deal's buyers, sellers, landlords, and tenants. See [Document OS](/documents/overview) and [Send for signature](/documents/sign) for the full flow.

## 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

## 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