The first step in all Pipeline transactions is to add the Basic Information to the deal. This can include the Client, Property, Landlord, Tenant, etc. While most users add these transactions by going to the Pipeline tab, did you know you can add a deal that already has some of this information?

There are four places within the platform where deals can be pushed to the pipeline with previously entered information. This includes the following areas:

1. Prospects

2. Projects/Listings

3. Clients

4. Leases

Using the plus sign icon in each of these areas allows you to not only easily create deals, but also any files and notes associated with the Prospect, Client, Project, or Lease will also be included in the new transaction.

As always, our dedicated support team is here to assist you and your team in any way we can. Should you have any questions, encounter challenges, or require further guidance, please don't hesitate to reach out at support@realcoreapps.com.

We also encourage you to join us for our monthly review calls! No RSVP is ever required - just join! Times, dates, and links can be found here.