Deals & Pipeline

Track deals through stages, value, and conversion.

• Understanding the Pipeline and how deals workLearn how the Pipeline board, deals, stages, and statuses work together to track your active opportunities.
• Creating a new dealAdd a new deal to your Pipeline with the quick New Deal modal or the full New Deal page.
• Moving deals through pipeline stagesDrag a deal card from one stage to the next on your Pipeline board to advance it, with changes saved automatically.
• Marking deals Won, Lost, or AbandonedSet a deal's outcome to Open, Won, Lost, or Abandoned and see how status differs from its pipeline stage.
• Tracking deal financials, commission, and key datesRecord sale price, commission, and the key dates on a deal so SAMI OS calculates GCI and keeps your pipeline accurate.
• Connecting deals to contacts and propertiesTie a deal to the right contact and property so every detail lives in one place.
• Filtering and switching between pipelinesSwitch the active pipeline, narrow your board with status filters, and read live Open, Won, and Lost counts.
• Creating and customizing pipelines and stagesBuild your sales process in SAMI OS by creating pipelines and renaming, adding, or removing their stages.
• Reading SAMI's deal confidence scores and recommended actionsUnderstand the AI confidence score and recommended next action SAMI shows on each deal card so you can prioritize your Pipeline.
• Managing properties and listingsTrack listings, statuses, pricing, and details in the Properties area and connect them to your deals.