How should I organize my deals in the Deals tab?

You have complete flexibility to manage deals based on your own preferences. Some popular organization methods include:
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● Creating categories based on location or property names
● Organizing stages based on lead temperature (hot leads, warm leads, cold leads)
● Sorting by closing timeline (e.g., Closing 2025, Closing 2026)
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Organize the deals in way that works best for your business workflow.
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For any questions, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.