Deals and pipeline: the heart of your transactions
A deal = one transaction. The pipeline is your Kanban board with stages, drag a deal from Knowing Property to Won, and you get an instant overview of where all your transactions stand. Tesoro splits this into two pipelines: Buyer (you help a buyer) and Owner (you sell on behalf of an owner).
When is this relevant?
Section titled “When is this relevant?”- A lead converts to a serious prospect, you create the deal
- You want an overview: ‘how many are in the Offer stage?’
- You are unsure: Buy or Sell? Which pipeline does each use?
Deal types: choose before creating
Section titled “Deal types: choose before creating”| Type | When | Pipeline |
|---|---|---|
| Buy | You help a client buy | Buyer (9 stages) |
| Sell | You sell on behalf of owner | Owner (8 stages) |
| Rent | You help rent | Buyer (9 stages) |
| Rent out | You rent out on behalf of owner | Owner (8 stages) |
Buyer pipeline: 9 stages
Section titled “Buyer pipeline: 9 stages”For Buy and Rent:
| # | Stage | What |
|---|---|---|
| 1 | Knowing Property | Client explores options |
| 2 | First Visit | First viewing done |
| 3 | Multiple Visits | Comparison over multiple visits |
| 4 | Offer | Offer made |
| 5 | Reservation | Property reserved |
| 6 | 10% Contract | Preliminary purchase contract signed |
| 7 | Signing DEED | Final deed at notary |
| 8 | Won | Transaction completed, 🎉 confetti |
| 9 | Lost | Did not go through |
Owner pipeline: 8 stages
Section titled “Owner pipeline: 8 stages”For Sell and Rent out:
| # | Stage | What |
|---|---|---|
| 1 | Mandate | Mandate from owner signed |
| 2 | Online | Published live |
| 3 | Visits | Viewings ongoing |
| 4 | Offer | Offer received |
| 5 | Reservation | Reserved for buyer |
| 6 | Deposit | Deposit received |
| 7 | Won | Completed, 🎉 |
| 8 | Lost | Did not go through |
Two views: list or board
Section titled “Two views: list or board”At the top of Deals: choose via the toggle at the top right.
Table with deal name, agent, main contact, status, value, closing date, etc. Columns sortable. Multi-select for bulk actions.
Drag-and-drop board, one column per stage. Each card shows deal name, agent, main contact, deal value, closing date.
In the board you can:
- Drag between columns, changes status instantly
- + in column header, create deal starting in that stage
- Click card: open detail page
- Total per column: above each column
Buyer/Owner toggle
Section titled “Buyer/Owner toggle”At the top of the Deals page there is a toggle:
- Buyer: shows Buy + Rent deals with Buyer pipeline
- Owner: shows Sell + Rent out deals with Owner pipeline
Works in both list and board.
What can you do from the Deals screen?
Section titled “What can you do from the Deals screen?”- Add Deal (
Ctrl+K/Cmd+K), new deal - Import: bulk from file
- Edit: pencil icon on row or detail page
- Filters: left panel
- Bulk actions: multi-select in list
- Custom views: save columns + filters
The deal detail page
Section titled “The deal detail page”| Component | What |
|---|---|
| Progress bar | All stages as clickable steps |
| Sidebar | Key information |
| Activities | Timeline of all interactions |
| Details | Search criteria + deal info |
| Contact Info | Linked contacts |
| Properties (Buy/Rent) | Offered properties + statuses |
| Interested (Sell/Rent out) | Proposed buyer deals |
| Tasks, Notes, Emails, Calls, WhatsApp, Meetings, Attachments | Communication + follow-up |
Five concepts to remember
Section titled “Five concepts to remember”- One deal = one transaction. Not all deals together, each purchase/sale has its own record.
- Type is permanent. Choose carefully when creating.
- Two pipelines. Buyer (buy/rent) ≠ Owner (sell/rent out), different stages.
- Properties have their own statuses within a deal (Preselect, Proposed, Approved, …). Separate from pipeline stage.
- Drag to make progress. Board = fastest way.
Next step
Section titled “Next step”Creating and managing dealsStep-by-step: all fields, validation rules, and lifecycle actions.