Deal Management

A deal is how you track a real opportunity from first interest to a signed sale. It captures the value you're chasing, links the customer to the property it's about, and moves through the stages of a pipeline — so you always know where each opportunity stands and which ones deserve attention first.

Entry pointCRM → Deals

Article summary	Details
Best for	Sales agents and managers tracking active opportunities.
Main outcome	Every opportunity has a value, owner, stage, expected close date, and next action.
Roles	Sales agent, manager, admin.
Requires	Access to contacts, deals, pipelines, and the records assigned to you.
Related reports	Sales reports, pipeline reports, agent activity reports, and forecast reviews.

Your goal	Article
Open a deal to track a live opportunity	Open a Deal to Track an Opportunity
Move a deal forward and update its details	Move a Deal Toward Close
Shape the stages every deal moves through	Build and Manage Your Sales Pipeline

Open Deals

In the left menu, select CRM, then Deals. The Deals page has two tabs:

• Deals — the list of deals.
• Pipelines — the pipelines and their stages.

Views

Switch how deals are displayed:

• List — a table of deals.
• Flow — deals grouped by stage, with drag-and-drop columns for each stage.

Use the Pipeline selector to choose which pipeline you are viewing (for example, Sales). Use Search deals and Filter to narrow the list.

Deal Columns

The list shows:

Column	What it shows
Name	The deal name.
Amount	The deal value.
Contact	The linked contact.
Property	The linked property.
Pipeline	The pipeline the deal belongs to.
Stage	The current stage.
Owner	The user responsible for the deal.
Ex. Close Date	The expected close date.

To add a deal, select + Add a Deal. See Create a Deal.

Common Issues

Issue	What to check
A deal is missing	Check owner, pipeline, filters, stage, and whether you are viewing List or Flow.
A stage cannot be selected	Confirm the correct pipeline is selected and your admin has configured the stage.
Deal value or close date looks wrong	Open the deal and update the amount, expected close date, owner, or linked contact.
A manager cannot see team deals	Review team visibility, owner assignment, and report permissions.

Most "missing deal" reports turn out to be a filter, the wrong pipeline selected, or owner visibility. Work through the Common Issues table above first, and ask your admin if you suspect your role can't see another agent's deals — team visibility is their setting, not yours.

If the right pipeline and filters are selected and a deal you own still doesn't appear in either List or Flow view, contact Brixi support with the deal name, the pipeline, and a screenshot of your filters.