Deals

The Deals page shows every active and past transaction in your database. A deal represents a specific real estate transaction — a buyer looking for a home, a seller listing a property, or a rental — and links the contact, property, agent, and pipeline stage together.

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Viewing your deals

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Default view: All Deals

Shows every deal regardless of pipeline or stage. Sortable by:

• Created date
• Last activity
• Deal value
• Pipeline stage
• Assigned agent

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My Deals

Filters to only the deals assigned to your user account. Useful when working in a team where multiple agents share the same Winnerr workspace.

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Team Deals

Org admins and team leads can see all deals across all agents. Use this for manager oversight and re-assigning stalled deals.

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Filtering

Click Filters to narrow by:

• Pipeline (Relationship, Buyer, Seller, etc.)
• Stage
• Deal type
• Date range
• Agent
• Value range

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Creating a deal

Click New Deal from the top of the page or from the + button next to any pipeline. You’ll fill in:

• Title — Usually the property address or client name
• Contact(s) — The buyers, sellers, or leads involved
• Property — The listing or property being transacted
• Pipeline — Which pipeline this belongs to
• Stage — Starting stage (e.g., “New Lead” or “Offer Submitted”)
• Value — Estimated transaction value or commission
• Close date — Expected closing date
• Assigned agent

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Deal cards

Each deal is represented as a card showing:

• Title and contact names
• Current pipeline stage
• Days in current stage
• Deal value
• Last activity timestamp
• AI urgency indicator

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Quick actions on deals

From the deals list, hover a card to:

• Move stage — Advance or regress the pipeline stage
• Call contact — Open the dialer for the primary contact
• Add note
• Open detail — Full deal detail page

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Archiving and closing deals

When a deal closes (sale completes) or falls through, change the stage to your designated Closed Won or Closed Lost stage. Closed deals are archived and excluded from active pipeline views but remain fully searchable in history.