Track Contract Dates, Closing Milestones, and Won or Lost Deals
Log earnest money, inspection, financing, and closing dates on a Revamp365 deal, then close it as won or lost and capture the lost reason.
Set contract and closing dates
The Key Dates card lives in the left panel of the deal detail page. Each field is an inline date picker — click the value (or "Add date"), pick a date, and it saves on its own: Earnest Money — the earnest money due date Inspection — your inspection contingency deadline Financing — the financing contingency deadline Closing — the scheduled closing date Actual Close — the date the deal actually closed The card also shows Days in Stage, counted from when the deal entered its current stage.
Read the urgency badges
While a deal is active, each date shows a colored badge based on how close it is to today: Badge Meaning Soon Due within 3 days (or today) This week Due in 4 to 7 days Past due The date has passed Once a deal is closed (or sitting in a closed stage), these badges disappear so finished deals stay quiet.
Get reminded before deadlines
A daily job sends notifications for upcoming and overdue deadlines on active deals: Closing date — 7 days and 1 day before Earnest money — 3 days before Inspection and financing — 1 day before Overdue — alerts continue for up to 7 days past any missed date Keep your dates accurate and the reminders take care of follow-up. To get tasks tied to milestones, see create and complete follow-up tasks.
Close a deal as won
On an active deal, click Close Won in the header (or Close Won in the mobile menu). Confirm the Actual Closing Date — it defaults to today. Optionally enter the Closed Price. Click Close as Won. The deal's status becomes closed_won, the actual closing date is stamped in if you left it blank, and the linked contact's lead status flips to CLOSED. The deal leaves the active set, so it drops out of the Active Deals, Pipeline Value, and Projected Profit counters at the top of the board.
Mark a deal as lost
Click Close Lost on an active deal. Type a Lost Reason — this field is required. Click Mark as Lost. The status becomes closed_lost, your reason is saved on the deal, and the linked contact's lead status changes to Dead. Both outcomes are written to the deal's Activity tab so you keep a full history.
Reopen a closed deal
The Close buttons only appear while a deal is active. Reopening a deal back to active is logged as a reopen event in the Activity tab, so the audit trail stays intact. To enter the financials that drive projected profit on each deal, see add deal financials, ARV, repairs, and MAO.