> ## 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.

# Deals

> Track every transaction from first contact to close — all your deals in one view

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.

## Viewing your deals

### Default view: All Deals

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

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

### 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.

### Team Deals

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

### Filtering

Click **Filters** to narrow by:

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

## 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**

## 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

## 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

## 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.