Deals Manager

The Deals Manager is home to every active client you're working with. Your Deals page can be viewed as cards or in a table, and every transaction you create lives there from the day you sign your client to the day you close. Everything you need for a deal - stages, due dates, showings, offers, inspections, tasks, notes, and documents - is in one place.

Note: in Sequent, "deals" start the moment you sign a buyer representation agreement or listing contract with a new client, NOT once you're under contract on a property.

New deals

After clicking the “New Deal” button on your Deals page, you'll be asked to enter some basic information about your client and their buying or selling journey.

You'll see your new deal appear in your dashboard. In both Cards and Table view, simply click on the deal’s card or row to open its preview window. This is where you'll manage everything related to that deal.

Once your transaction closes, it will be moved to your archive and your Analytics page will automatically update. You'll still be able to go back and see all your information from that deal, but keep your long-term notes to that client's Database page.

Existing deals

In-progress deals can be created just as easily as new ones - simply select what stage they're in (Home Search, Active Listing, Inspections, etc) while you're adding each one to your dashboard. Send your clients their portal link via the “Invite Client” button within each deal’s preview window.

What your clients see

Update your clients’ deal progress with the stage cards in your preview window. Add upcoming appointments, showings, tasks, offers received, and more. All of the updates and changes you make to each deal will instantly be reflected in your clients’ portal and sent to them as an email update, so your project management workflow seamlessly doubles as your client communications workflow. The only things your clients WON’T see are the private My Notes and My Tasks sections.

Your client portal is branded to you, works on any device, and needs zero set up. They'll see their deal progress, what's coming up next, and can request showings and review offers. If you'd like to see exactly what they see, use the client preview button in the deal preview window to access Agent Preview Mode.

CRM

If you're on the Pro + CRM plan, your Database is where your long-term relationships live: past clients, referral partners, leads, and everyone in your sphere. While your Deals Manager handles the next 2-3 months, your CRM handles the next 10 years.

Importing your sphere

To import your existing sphere, upload a .CSV file from the “New Contact” button on the Database page. Select which columns apply to which values for each contact, and voila! Import as many as you can or need!

Linking contacts to deals

When you create a deal for someone already in your Database, link the two together. Sequent will merge the contact details across both, so your deal and your long-term record stay in sync without double entry. When the deal closes and moves to your archive, that client's Database page becomes home for your ongoing notes and follow-up.

The Operations page

The Operations page is your control center behind the scenes. You’ll build the pieces that make your deals and your database run themselves here: client & email templates, automations, sequences, your portal’s branding, and more.

Of course, you’ll only need to set things up once - everything you configure here flows into every new deal you create going forward.