Accessing Deal Detail
Two ways to open the CRM view:
- From Pipeline: Click on any deal card or row
- From My Deals: The My Deals page opens directly into the CRM view for your most-recently-viewed deal. Use the deal-title dropdown (the deal switcher) or the previous/next arrows to move between deals.
Layout Overview
The CRM view is a three-column workspace, not a tabbed layout. Here's what lives where:
- Left rail: Deal Info, Quick Actions, Financials, and Contacts (your Deal Team)
- Center column: a Tasks panel, a Timeline/Notes tab strip, and a Documents (CIM) section
- Right panel: AI Intelligence and the Company Overview
Header Actions
The header across the top of the deal shows:
- Deal title: with a dropdown deal switcher when you have multiple deals
- Stage action button: a contextual button to advance the deal (for example "Move to CIM Review")
- Previous/next arrows: to page through your deals
- Stage breadcrumb: a progress indicator showing where the deal sits in the pipeline
To advance or dismiss a deal, use the Quick Actionssection in the left rail (Advance Stage, Dismiss Deal). To edit financials, use the Edit (pencil) button on the Financials section.
Financials and Company Overview
The Financials section in the left rail shows Asking Price, Cash Flow, Gross Revenue, Multiple, and a calculated DSCR. Use the pencil button to edit these values.
Company details (legal name, website, headquarters, employees, and more) surface in the Company Overview panel on the right, alongside AI Intelligence. Private notes live in the Notes tab in the center column.
Activity Timeline
The center column has a Timeline tab and aNotes tab. The Timeline logs every interaction with the deal:
- Email Sent: outbound correspondence
- Email Received: inbound correspondence
- Calls: phone conversations logged
- Meetings: in-person or video meetings
- Notes: general notes or observations
Log Activity
Manually log an interaction:
- Click the Log Activity button
- Select a type: Email Sent, Email Received, Call, Meeting, or Note
- Choose a broker, then a linked contact (if applicable)
- Set the date and time
- Add a subject and notes
- Click Save Activity
Documents
The Documents section in the center column holds the CIM and its analysis results. You can upload a new CIM here.
Contacts (Deal Team)
The Contacts section in the left rail tracks the people on a deal:
- Listing broker
- Other deal-team contacts you add
Tasks
The Tasks panel in the center column shows the open tasks for this deal.
Pipeline Views
The Pipeline page has a Board / List toggle at the top:
- Board: Kanban cards organized by stage columns
- List: a sortable table of your deals
Clicking any deal card or row opens the full Deal CRM view described above.
Need Help?
Questions about the CRM view? Contact support.