Deal info fields

• Property Address — the street address of the property

• Deal Name — how your deal is referenced outside the deal

• Price — the purchase or listing price of the property

• Status — Active or Closed

To edit any field click the three dot menu at the top right of the deal page. Click edit deal, make your changes and save.

Adding people to a deal

The People section is split into Clients and Vendors.

Clients are the buyers, sellers, or other principals in the transaction.
Vendors are everyone else — inspectors, lenders, attorneys, title companies, opposing agents.

To add a person click Add Client or Add Vendor, enter their name, email, role, and phone number. People added to a deal are accessible via the slash command while composing emails — so their contact details are always one keystroke away. Deal contacts are also shown as a priority when composing an email if a deal is linked.

Editing a person

Click on any person in the People section to edit their details. Changes are saved immediately and reflected everywhere that person appears in the deal. To delete a contact from the deal hover the contact and a delete icon will appear.