New deal
Choose a template, then add the property and client. You'll get a shareable link and can set per-step dates so clients know what's next.
Privacy & data retention
Client contact fields are used only for this timeline and optional notifications. See the Privacy Policy for full detail. Deals are removed automatically after a period from the actual closing date when you record it, otherwise from the expected closing date (default about three months unless your deployment configures otherwise).
Your deals
Open a deal to share the client link and update stages.