If you are representing a seller, this article will guide you through the process of entering a new deal and explain the various sections within the seller rep deal page layout, including deal stages and functions of each component (related list).
The Table view is the default and looks similar to a spreadsheet. You can edit fields to display in the columns, as well as filter and sort.
The Kanban view shows tiles (records) that are sorted into columns. You can change how the columns and summaries display via the Kanban settings option. Generally, for the Deal Pipeline, the columns are set to the Deal Stages, and it summarizes by Gross Commission.
Deal Stages - Seller Rep
Details hold basic information of the deal, like Deal Name, Property, Stage, and Status.
Pipeline Management holds information pertaining to the commission and how it is split with the house.
Client Exceptions holds the requirements of the client pertaining to the specific deal, like total price and price per square foot.
Listing & Marketing holds information like which sites the listing is marketed on, for how long, and the price listed for.
DD/Escrow/PSA holds information such as the Buyer name and company, total selling price, price per square foot, and due diligence details.
Loan Information holds information pertaining to the details of your client's loan, including the loan value, LTV and Loan Rate.
Internal Colleague could be a co-broker, an associate or, in the example below, an analyst. You can give them access to the deal and also split the commission with them here. Additionally, you can select their access level, which will determine if they can view and edit or only view the details of the deal.
- External Contacts link a contact in your system to the deal and also assign them a role; that role can be anyone from the Buyer Rep on the other end of the deal, to a secondary owner, to the property manager.
Creating a new Listing Inquiry will prompt you to capture information about anyone who is interested in purchasing the property.
'New Inquiry' Button
Create a new inquiry in Landlord Rep and Seller Rep deals by clicking the 'New Inquiry' button shown below.
The fields that are displayed in the New Inquiry form originate from the Inquiry/Requirement object. Therefore, to customize any picklist values and create additional fields, go into Setup > Object Manager > select Inquiry/Requirement > Fields & Relationships.
If you choose to create any additional custom fields, be sure to add them onto your New Inquiry layout using the below steps.
To add or remove fields from the New Inquiry form, do the following:
- Go into Setup > Object Manager and select Deal Pipeline
- Go to on Buttons, Links & Actions in the left panel
- Select New Inquiry from the list of items
- Click 'Edit Layout' button
- Drag and drop fields from above onto the layout below (or vice versa to remove them from the layout)
- Save your changes, then refresh your browser
The New Offer button will prompt you to capture information pertaining to any new Offer, as well as keep track of that offer's status and other pertinent information.
All activities, past or future, are held in the Activities section of the deal pipeline. This section serves as a running record of all activities or interactions that pertain to this deal. You can log calls, emails, events and create tasks from here.
Please reach out to Product Support (firstname.lastname@example.org) if you have any questions about Deal Pipeline - Seller Rep.