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Pipeline & Deals
Deal boards, stages, and financials.
Add ARV, Repair Estimate, MAO, and Profit to a Deal
Every deal in your Revamp365 pipeline stores its own financials: after-repair value (ARV), rehab estimate, contract price, and a projected profit that the system calculates for you. Enter the inputs o...
Creating and Managing Deals in Your Pipeline
A deal is how you track one property from contract to close inside Revamp365. Open Pipeline from the left sidebar to reach your board, then create a deal and work it through each stage. Create a deal...
Customize Pipeline Stage Names and Colors
Your Deal Pipeline ships with sensible default stages for each deal type, but you can rename them, change their colors, add your own, and remove the ones you do not use. Stages are saved separately fo...
Filter the Pipeline Board by Stage, Value, and Activity
When your pipeline fills up, the Filter dialog lets you zero in on a slice of deals by stage, priority, status, contract value, location, and date ranges. Filtering is per deal type, so pick your boar...
Move Deals Between Stages and Bulk-Update the Pipeline
Your Revamp365 pipeline is where deals travel from contract to close. Open Pipeline in the left sidebar, then move cards, re-stage them in batches, and flip status or priority as deals progress. Pipel...
Track Contract Dates, Closing Milestones, and Won or Lost Deals
Every deal in your Pipeline carries its own contract timeline plus a clean way to close it out. Open Pipeline from the left sidebar, click a deal, and work from the Key Dates card and the close button...
What the Deal Pipeline Is in Revamp365
The Deal Pipeline is where you track active real estate deals from contract to close, separately from your raw leads in the Contacts CRM. You open it from Pipeline in the left sidebar. Pipeline is par...