Deals (or sides)

When a new lead arrives in Lead Voyager, the system does not know if the person is planning to buy, sell, or rent a home. It is up to the concierge or agent to classify the type of real estate transaction the person is planning to perform. This transaction type is called a "deal" (often called a "side" in real estate) and it can be "Buyer", "Seller", "Renter", "Buyer & Seller", or "Renter & Seller". 

Deals and the Lead Lifecycle

Each deal has a Lead Lifecycle specific to the deal type. For example, a Buyer moves from Accepted to Contacting to Reached, just like a seller, but then it moves to House Hunting, whereas a Seller would move to Listed, and a Renter would move to Showing Properties. 

Since each deal has its own lifecycle, if you are both agents on a lead with two deals, you must switch between the deals (via a toggle switch in the Lead Profile) to move the lead forward on both deals.

Setting the deal type

To set the deal type, open the lead in the Lead Profile, and click the green speech bubble under the lead name. The text inside the bubble asks, "Is this lead a buyer, seller, renter?"

This will bring up the Deal Type editor, where you can select the deal type and answer related questions about the lead.

A lead cannot have two simultaneous deals of Buyer and Renter. These two are mutually exclusive. You can select any single deal type, or Buyer and Seller, or Renter and Seller.

Press Save to update the lead. This will create new deals for each selected checkbox.

Setting a deal type moves lead lifecycle to the "Reached" phase

The system assumes that the lead has been contacted, and they have expressed the intention of the type of intended deal. Thus, when a concierge or agent sets a deal type, the lead's lifecycle is automatically moved forward to "Reached." If the lifecycle is already past the Reached stage, the lifecycle remains unchanged. 

Changing the deal type

If you want to change the deal type after it has been selected and saved, you can click on the name of the deal type to show the Deal Type screen again. Selecting a new deal will automatically assign yourself to the new deal (if you're an agent).

If you're a concierge, you can only change the deal type if the lead has not been routed to the agents. Changing the deal type will move the assigned agents from the old deal to the new one.