Question
Updated November 3, 2026
Deals shows every transaction on a board by stage. Press New deal to add one by hand. With Offers & Contracts on, each offer becomes the person’s deal automatically, with its deadlines on Today and the Calendar. Owners edit the pipelines and their stages under Settings, Deal pipelines.
The client is marked Closed and their Kept a Client year starts, with a task for you to confirm they want to stay in touch and their birthday.
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