Deal: Track deal status

The Status page indicates the current status of the deal and shows a history of past status updates. Tracked status levels are:

  • Inquiry
  • Proposal
  • Engagement
  • Committed
  • Closed
  • For Sale
  • Sold
  • Dead

To update the deal’s status, select a status from the New Status dropdown (1), choose a Status Date and press Update. You can also add comments for each status.

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