Your deal pipeline lives under Properties > Deals: every deal you and your team are working on, in one place. Sort and filter it to find what you need, save views, pin the deals you're working on, update many deals at once, and export deals to CSV.
Sort Your Deals
Use the sort menu to order your deals by:
Recently viewed
Recently modified
Newest or Oldest
Price: High to Low or Price: Low to High
Size: High to Low or Size: Low to High
Name: A to Z or Name: Z to A
Address: 0-9, A to Z or Address: 9-0, Z to A
The same sort menu is on Comp library, Archive and Trash. Each list remembers your last sort in this browser. Pinned deals always stay at the top.
Quick Filters
The quick filters at the top of the page show how many deals you have in each group. Click one to filter your pipeline:
Property type
Deal status: where each deal stands (Lead, In Progress, Under Contract, Closed or Cancelled)
Published status: published vs. unpublished listing websites
Expiration: deals where a listing broker's license is expiring, or where the listing itself is set to expire
You can also filter by Deal Status, Offer Type, Owner, Team, Assignees, States, Rentable Area, Year Built, Featured, Published Status and License Expiration. Combine as many filters as you like.
Team shows only when your organization has teams set up. Use it to see one team's deals.
Sale and Lease Statuses
A deal that's both for sale and for lease has a separate status for each offer. For example, the sale can be Under Contract while the lease is still In Progress. Each offer shows as its own chip in your pipeline. Click a chip to change that offer's status.
Your listing website shows the status of the offer it's listing.
Saved Views
A view saves your filters and your sort, so you can get back to a set of deals in one click.
Create a view
Click + New view. A new view appears in the row of views. Type a name, like "My Active Listings."
Set your filters and sort.
Click save view.
A blue dot on save view means you've changed the filters since you last saved. Click save view again to keep the changes, or reset view to go back to the saved version.
Personal and shared views
New views are personal. Only you can see them.
A view shared with your organization shows for everyone in your organization.
Hover over a view to see which kind it is. Click … next to it to Rename, Duplicate, Publish to organization, Unpublish or Delete it.
Who can share views
Admins can publish views by default.
Members can create and use their own personal views. An admin can let a member publish views by turning on Manage shared views in Settings > Organization > Permissions.
Only the person who created a shared view can unpublish it. People with Manage shared views can also edit shared views.
Make a view your default
IntellCRE remembers the last view you picked in this browser and opens it next time. To see only your own deals by default:
Click + New view and name it "My Deals."
Set Owner (or Assignees) to yourself.
Click save view.
Keep that view selected. It opens next time you come back.
Pin Deals
Working on a few deals right now? Pin them. Pinned deals stay at the top of your view, so they're always one click away.
Update Many Deals at Once
Select the deals you want to update. Then open the With N selected menu and choose an action:
Change status (pick For Sale, For Lease or Both offers, then the new status)
Publish or Unpublish listing websites
Archive
Move to Trash
Archive: Open Properties > Archive, select deals, and choose Unarchive to bring them back.
Trash: Open Properties > Trash, select deals, and choose Restore to move them back to Deals. Delete permanently can't be undone.
Note: Bulk Publish only republishes listings that were published before. To publish a deal's listing for the first time, open the deal and set up its listing website.
Export Deals
Export your deals to CSV to publish them on listing or syndication platforms that don't offer a direct integration with IntellCRE.
One deal: Open the deal and click Export Deal in the top right corner.
Many deals: On Properties > Deals, filter the list to the deals you want, then click Export Deals in the top right corner. You get a CSV of every deal that matches your current filters (not just the ones on screen). With no filters, it exports all your deals.
When the file is ready, it downloads automatically. If it doesn't, click Download in the message that appears.
Then import the file into the platform you publish to.
Need a different format? If a syndication platform needs its export set up a certain way, email us at [email protected] and we'll work on it with you.
Questions about your pipeline? Email us at [email protected] and we're happy to help.