The deal pipeline is a board with one column for each stage of a deal. Every property you're working sits in one stage, and you drag it to the next stage as the deal moves forward.
Where to find it
Click Deals in the left sidebar. You can also click View pipeline on the Deal pipeline card on your Home page.
Prefer a table? Open Leads, then Deal pipeline under Default lists. The List | Board switch at the top changes the view.
Your stages
Your board starts with these columns, left to right:
Recently Viewed: the last 20 properties you opened that aren't already on your board, in Portfolio, or in Archive. It's your viewing history, not a stage, so you can't drop properties into it.
Qualified
Meeting Scheduled
Making Offer
Negotiating
Under Contract
Add a property to your pipeline
Add a property to your pipeline from wherever you are:
On a property, click Add to, then Add to pipeline.
In a list, click the Add to pipeline button on the property's row. The row's three dots menu has it too.
On the board, drag a property from Recently Viewed into a stage.
The property lands at the top of your first stage, Qualified, unless you renamed it. It stays on your lead lists too. Once it's on the board, the button reads View on pipeline.
Move a deal forward
Drag the card into the next stage. It lands at the top of that column.
Click any card to open the property. From there you can add notes, skip trace the owner, or click the three dots, then Calculate returns.
Change your stages
Click a stage's header, or its three dots, to open Stage actions:
Rename stage: up to 20 characters.
Add stage to the right
Move left or Move right
Delete stage: move or remove the properties in that stage first, then delete it.
Your board holds up to 10 columns, counting Recently Viewed. You can rename your first stage, but it always stays first. Recently Viewed stays as it is.
Portfolio and Archive
When you close a deal, drag the card onto Portfolio at the top right of the board. To set a property aside, drag it onto Archive. On any property you can also click Add to, then Add to portfolio or Archive.
A property sits in one of these places at a time: a pipeline stage, Portfolio, or Archive. Moving it into one takes it out of the others. Its lead lists stay the same.
To see them, open Leads and choose Portfolio or Archived under Default lists. To bring a property back, open it, click Add to, and pick where it goes.
Dragging onto Portfolio and Archive works on a computer. On a phone, use Add to on the property.
Take a property off the board
Open the property, click the three dots, then Remove. Tick the pipeline stage and confirm. Your notes and contact info stay saved with the property.
Notes and lead status
Each property has one notes box, up to 1,250 characters. It saves as you type and stays with the property wherever it goes.
In your lists, each property also has a lead status: Not contacted, Contact attempted, Contacted, or Not interested. The status is separate from the pipeline stage, so you can track your outreach and your deals side by side.
Need more help?
Email info@theinvestnest.com or use the chat bubble in the app.