Follow

Deal Stages

Keep track of the position and progress of deals by using deal stages. Pre loaded deal stages are “Initial Consultation”, “Offer Made”, “Negotiating”, "In Escrow", or "Won/Lost."

  • Edit or Remove a status at any time
  • Rearrange the status order by dragging them up or down
  • Add a new status by clicking on “New Stage”.

 

 

 

Was this article helpful?
5 out of 9 found this helpful
Have more questions? Submit a request

Comments