Navigating the Deals Module - Filtering, Deal Boards

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Deal boards let you view deals filtered based on specific parameters. You can create multiple deals boards in Zipi. In this article, we will look at:

Creating Deal Boards

By default, Zipi has an All Deals board where you can view all the deals in your brokerage. 

Note: You may not have access to all deals depending on your brokerage's permissions.
  1. Click All Deals

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  2. This opens a dropdown, click Create new board +

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  3. This takes you to the Create New Board page

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  4. Name your board and click Create

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  5. You will now see the newly created deal board

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  6. You can now filter these deals based on Status and Type using the dropdowns at the top

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  7. To see more filtering options, click the pencil icon at the top right

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  8. This will open a new section

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  9. You can do the following here:
    1. Edit the deal board name
    2. Filter based on:
      • Entities
      • Divisions
      • Tags
      • Sources
      • Archived 
      • Deal Stage
      • Closing Dates
      • Keyword
      • Order by 
        • Status
        • Close of Escrow 
      • Status
      • Type
      • Property Class
    3. Once you have made your changes, click Save

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Editing Deal Boards

Once you have created a deal board, you can edit it any time. 

  1. Click the pencil icon at the top right of your screen

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  2. Make any changes you need on the filtering page

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  3. Click Save

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Navigating between Deal Boards 

You may have multiple dashboards. You can navigate between different boards by following the steps below:

  1. Click the board name

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  2. This will open a dropdown with all the boards you have created

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  3. You can click on any of the board names to navigate to that particular board

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  4. The board name with a star next to it is your default board, meaning Zipi will show you this board every time you go to the Deals page

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  5. You can change your default board by hovering to the right of the name and clicking the star

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  6. Your default board will now be updated

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Deleting Deal Boards

  1. Click the pencil icon at the top right of your screen

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  2. Click Remove dashboard 

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  3. You will be asked to confirm, click Yes

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  4. The deal board will be removed

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