How to Manually Add Deal

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Adding deals allows agents and brokers to track performance on an agent, team or office level. With Zipi’s native accounting system, deals are also integrated automatically into financial transactions, saving the average broker hours in administration.

Note: Do you have SkySlope or Dotloop? Save yourself from manual data entry and setup Zipi’s native integration with these platforms to easily import your transactions. Read about SkySlope at: SkySlope and Deals. Read about Dotloop at: Dotloop and Deals.
Before you start: Be sure that your commission plans are setup and applied to all agents involved in the transaction.
  1. In the left navigation panel, go to Deals

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  2. This takes you to the Deals page

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  3. Click the Create button at the top left of your screen

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  4. If you don't have SkySlope or Dotloop enabled, clicking this will take you to the create deal page. If you have either or both, you will see a dropdown when you click Create. Choose Zipi

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  5. You can now enter your deal information here

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  6. You have multiple cards on this page:
    • Deal Information Card: This is where you enter the following:
      • Deal Name (required)
      • Deal Status (the default is Opportunity but you can choose another from the dropdown)
      • Address, Street Number and or Unit information.
      • Optional:
        • Upload a picture of your property for reference.
        • External URL (takes you to an external URL. If you have one added. Every time you click the image for that deal it takes you to that URL.)
        • Division (You can view all the divisions in your company in this dropdown or you can leave it blank by choosing None)
        • Tags (you can choose from the dropdown)
        • The Agents and related parties details, such as Buyer and Seller Agents, Closing company details
        • Add the client, as a buyer or seller, by entering their information in the Seller or Buyer fields

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    • Transaction Card: This is where you enter the following:
      • Sales Price, if any. For Opportunities, simply enter an estimated value or $1 amount.
      • Type of transaction (required). This represents the classification of deal. It answers the question who are you representing or what service are you providing. You can choose from:

        • Listing (sale)

        • Buyer (sale)

        • Landlord (rental)

        • Tenant (rental)

        • Referral

        • Broker Price Opinion

Note: All of the above types are fixed in the system.
    • Close of Escrow (required): If no date is known, select the last day of the following month. This MUST be a future date, unless the deal status is Closed.
    • The Commission % OR the Commission $ value if a flat fee applies.
Note: This should be gross commission % or value for the transaction.
  • Optional:
    • Source of Business
    • Commission Payer
    • You can expand the Information card to add more information like:
      • Property Class
      • Contract Date
      • Listing date
      • Acceptance date
      • Original price
      • Expiration date
      • MLS organization
      • MLS ID
      • Sub-type
      • Sub-source
      • Escrow number
      • Time zone
      • More fields 

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  • Sales Entities Configuration card: This is where you ensure that you have the correct agent or agents listed as the sales entity. The current sales agent associated with the deal will be shown at the bottom of the card.

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    • To add more agents: 
      • Type in the name of the profile under Add Sales Entity

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    • To change the primary sales entity:
      • Click the Make Primary button next to the new agent

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6. Disabling the Apply Rules toggle lets you create a deal with no dynamic plans or templates applied. 

7. Click Create & Close to finish creating a deal. This will take you to the deals summary page. If you want to make further changes, click Create in the dropdown

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