Agent Dashboard – Deals

The Deals section is your centralized hub for tracking and managing property-related transactions—from the first lead to the finalized sale or rental. It enables agents to monitor negotiations, update statuses, and coordinate follow-up actions directly within the Houzez dashboard, without the need for external CRM tools.

Details

The Deals feature works as a built-in, lightweight CRM system. Each deal stores essential information that helps agents keep track of their pipeline.

• Title – A short description of the deal (e.g., "Apartment in Miami").
• Contact Name – The lead or client associated with the deal.
• Agent – The agent responsible for managing the deal.
• Status – The current stage of the deal (e.g., New Lead, Proposal Sent, Closed).
• Next Action – The follow-up task to be completed (e.g., Call, Meeting).
• Action Due Date – The deadline for the next action.
• Deal Value – The financial value linked to the deal.
• Last Contact Date – The most recent interaction with the client.
• Phone / Email – Quick access to contact details.
• Actions Menu (⋯) – Edit or delete the deal.

Adding a New Deal

1. Click Add New (upper right button).
2. Fill in the form fields, including:
   • Group (optional categorization)
   • Title, Contact Name, Assigned Agent
   • Status and Next Action (from CRM settings)
   • Action Due Date, Deal Value, Last Contact Date
   • Phone, Email, and Notes
3. Click Create Deal to add it to your pipeline.

Editing an Existing Deal

• Use the ⋯ Actions → Edit option on any deal row.
• Update fields, change status, reschedule actions, adjust values, or update contact details.

CRM Integration

The Deals section is powered by the CRM settings in Houzez → CRM Settings:

• Status Options – e.g., New Lead, Qualified, Negotiation, Won, Lost.
• Next Action Options – e.g., Call, Send Proposal, Follow Up, Meeting.
  These dropdown options appear when creating or editing a deal.

Practical Use

The Deals feature helps agents and administrators:

• Consolidate all deal information in one place.
• Track progress with structured statuses (New Lead → Proposal → Closed).
• Schedule and assign follow-up actions to avoid missed opportunities.
• Monitor deal value and last interactions for informed decision-making.
• Use filters (Active / Won / Lost) to prioritize deals and review performance.

Best Practices

• Keep statuses updated to reflect your real-world sales pipeline.
• Always set a Next Action and Due Date to maintain momentum.
• Review metrics regularly for insights into your business performance.
• Export deals periodically for backup or advanced reporting.