Managing Deals
How it is Created
Deal List
The columns in the list are as follows:
– Buyer Name
– Buyer Phone Number
– Buyer Email Address
– Deal Status
– Creation Date and Time
– Deal Owner (The agent who is responsible for the deal)
Filtering the List
The deals that you view in the list can be filtered by either the Deal Status and/or a general search.
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To filter by Deal Status select from the drop-down in the upper left of the list.
The available statuses that are possible to select from the list are:
- Open
- Listed
- Received Offers
- Sold
- Escrow
- Escrow Closed
- Sale Completed
The list will try and filter after every character you type, so you don’t need to press enter.
Available Actions
In the Actions drop-down on the right-side of a deal record you can View/Edit the deal, View the Resale Checklist, and delete the deal.
- View Edit Deal – When you click on this it will take you to the Deal Detail view.
- Resale Checklist – Clicking this will take you to the resale checklist related to the lead.
- Delete Deal – This will delete the deal related to the offer and leave the offer in place.
Deal Detail View
Either of these methods will take you to the Deal Detail like shown below:
The fields in the top have of the view, from Park Name to Deal Created, are not editable and are pulled from related Lead/Listing records.
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The fields in the middle from Price Quoted to Forecasted Close Date are editable and any changes made here will be saved if you click the “Save Deal” button on the bottom.
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At the bottom of the view is the Registered Owner info which is pulled from the Lead detail and is not editable.
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The general comments on the bottom allows you to create a note for the deal.
View Related Listing
If you click the Listing Name in the Deal, then you can jump to the related listing in the listing detail screen.
Additional Info
The activity tab shows only activity related to the specific deal you are viewing but the other tabs show the same info as on the related Lead record.
Deals on Dashboard
The Dashboard view shows all open deals related to the logged in agent.
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The total count of deals and their dollar value shows up in the upper left above the calendar.
On the bottom right there is a list of all of the open deals. It shows the name of the listing, the amount that is offered, the phone number of the buyer, and the projected close date for escrow.
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If you click on the deal in the list, then you will be taken to the deal detail view.
