Transactions

Manage deals from contract to close — board, feed, calendar, and stages.

• Editing and managing a transactionHow to update a transaction's details, review its activity log, and archive it when the deal is done — everything on the transaction detail page besides creating it.
• Understanding transaction stagesThe stages a Done-Deal transaction moves through, from Pre-Listing to Closed, and how moving between them changes what happens on the deal.
• Using the Board (Kanban view)How to work your pipeline on the Board — drag transactions between stages, switch between buyer and seller columns, and read the urgency indicators on each card.
• Reviewing and approving actions in the FeedHow the Feed works — Reme drafts emails, reminders, and other actions here and waits for your approval, edit, or skip before anything goes out.
• Using the Today pageWhat's on the Today page — your active transaction list, your top pending AI actions, and quick links to start a new deal or open the Feed.
• Using the CalendarHow to view deadlines and tasks across all your transactions on one calendar, switch between month and week views, and reschedule by dragging.
• Finding your deals: List, Board, and CalendarThe three ways to view your transaction pipeline in Done-Deal — the List view, the Board, and the Calendar — and how they relate to each other.
• Managing your Contacts address bookHow to add, search, and bulk-import contacts in Done-Deal, and how that address book differs from the parties you add directly to a transaction.
• Recovering deleted items from TrashHow Done-Deal's Trash page works — what shows up there, how long you have to restore something, and the one type of record you can't restore this way.