When a deal closes

When a transaction closes, mark the deal as Closed from the three dot menu on the top right of the deal page. In the edit deal module change the status field to Closed and save. The deal moves out of your active deals view but remains fully accessible — every email, document, and note is preserved.

Archiving a deal

If a deal falls through or goes inactive before closing, archive it rather than deleting it. Archived deals are removed from your active view but the full record is kept. To archive a deal open the Details tab, change the status to Archived, and save.

Finding closed and archived deals

Closed and archived deals are accessible from the deals list page. Use the status filter to show different status deals. Search by property address to find any deal instantly regardless of status.

What happens to linked emails

Emails linked to a closed or archived deal remain linked. If a past client emails you about a property that's already closed, opening that thread will still show the deal in the right panel — giving you instant access to the full history of that transaction.

Reopening a deal

If a deal falls through and restarts, change the status back to Active from menu on the top right of the deal page. All previous emails, documents, and notes remain intact.

Deleting a deal

If you want to delete a deal completely — this will lose all details, documents, notes and events. Emails will remain in your inbox but they will no longer be linked to a deal. To delete navigate to the menu on the top right of the deal page and click delete deal.