Edit a Pipeline Deal

Fill in your deal's information as you learn more

Navigate to the Pipeline.

Click the three dots in the top right of the deal card.

From the drop down menu select Edit deal.

Add deal information.

• Add a property: add property type, address, and description. Further details can be added once property is created.
• Description: this will show on the deal card when viewing your pipeline.
• Deal type: deal type applied to current transaction. Select to change.
• Pipeline stage: where your transaction is in the sales funnel. Select to change.
• Property price: actual price of property, or sale price/purchase budget.
• Commission income: projected earnings from this transaction.
• Additional details: other transaction related information. This information is kept with the deal and will not show up in the Notes section of the contact profile.

All changes are auto-saved.