Deals
Deal Kanban Board
Track deals through a visual Kanban board with AED value aggregation.
The Deal Kanban Board provides a visual overview of all deals grouped by stage, with total AED values displayed for each column.
Kanban columns
| Column | Description |
|---|---|
| Pending | Deals awaiting initial action |
| For Processing | Active deals in progress |
| In Realization | Final stages before closure |
AED value aggregation
Each column header shows the total value of all deals in that stage. For example:
- Pending: 84,850 AED (29 deals)
- For Processing: 142,000 AED (18 deals)
- In Realization: 310,500 AED (12 deals)
View options
- Filter by "deals in progress" — Show only active deals
- Group by Status — Default view grouped by pipeline stage
- Group by Agents — Group deals by assigned agent
Deal cards
Each deal card displays:
- Property name
- Client name
- Deal amount (AED)
- Stage
- Assigned agent
- Last activity
Drag and drop
Drag deal cards between columns to update their stage. The system logs each transition in the deal's activity history.
Bottom action bar
Each deal has a bottom action bar with quick actions:
- Delete — Remove the deal
- Contact in 15 days — Snooze for follow-up
- Contact in 30 days — Longer-term follow-up
- Incorrect — Mark as invalid
Moving a deal to Won or Lost requires confirmation and cannot be undone without manager approval.