Deals
Deal Statuses & Workflow
Understand the deal lifecycle and status transitions.
Deals progress through a defined workflow with status transitions that represent the deal lifecycle.
Deal stages
| Stage | Description |
|---|---|
| Pending | Deal record created, awaiting documentation |
| For Processing | Documentation and due diligence in progress |
| In Realization | Contract stage, final negotiations |
| Won | Deal closed successfully |
| Lost | Deal did not proceed |
Status transitions
Pending -> For Processing -> In Realization -> Won
|
v
Lost- Deals move forward through the pipeline stages.
- A deal can only move to Won or Lost from In Realization.
- Deals cannot skip stages (e.g., Pending cannot go directly to Won).
Stage requirements
- Pending to For Processing: Requires at least one property assigned and client contact confirmed.
- For Processing to In Realization: Requires documentation uploaded and manager approval.
- In Realization to Won: Requires contract signed and payment confirmation.
- In Realization to Lost: Requires reason for loss recorded.
Stage requirements can be configured in Settings > Workflow Configuration.