Add a Pipeline Deal

Add a potential lead, buyer, seller or deal closing to your sales pipeline.

Navigate to the Pipeline.

Click Add Deal.

Select type of deal.

Select deal stage.

Search your real estate database to select contact or add new contact.

Click Save.

Same Contact with Multiple Deals

• Follow the instruction above to add the first deal for the contact
• On the Pipeline you will have one (1) deal for the contact
• Repeat the process above to add a second deal for the same contact
• You will now have two (2) deals for the same contact
• Repeat if more deals are needed