Deal stages and expected close date
Deal stages show where transactions stand; expected close dates drive your closings view and calendar.
Quick answer
RelkoAI deal stages are Active, Under Contract, Won, and Lost. Won and Lost are closed outcomes. The expected close date populates your closings and calendar. Closing a deal clears its follow-up.
Deal stages tell you where your transactions stand; expected close dates tell you when they're likely to pay off. Together they turn your deals into a forward-looking view of your income.
What deal stages do
They make your pipeline readable, feed your reports, and shape your follow-up. As always, the value comes from keeping them honest — an inflated stage hides where the real work remains.
The deal stages
Active — in progress and being worked. Under Contract — an accepted offer moving toward closing (still active; needs careful shepherding). Won — closed successfully; its commission flows into your GCI. Lost — didn't close; marking it keeps your pipeline honest. Both Won and Lost are closed outcomes.
The expected close date
Every deal carries an expected close date. It populates your closings view, appears on your calendar (so a closing never sneaks up on you), and supports planning the timing of your income. Set a realistic, future date and update it if the timeline shifts.
How closing a deal affects follow-ups
When a deal moves into a closed stage (Won or Lost), RelkoAI clears its follow-up so it stops surfacing in your daily list — mirroring closed lead stages. So only mark a deal Won or Lost when the transaction is genuinely concluded; to hold a stalled deal, keep it Active or Under Contract and push its follow-up out.
Steps / Key takeaways
- Under Contract is still active; Won and Lost are the closed outcomes.
- Mark Lost deals honestly — they keep your pipeline and reports accurate.
- Closing a deal clears its follow-up, so only close concluded transactions.
Frequently asked questions
Is Under Contract a closed stage?
No. Under Contract is active — the deal still needs shepherding to closing. Only Won and Lost are closed outcomes.
Should I mark dead deals as Lost?
Yes. Marking Lost keeps your pipeline honest and your reports accurate, and over time reveals where you tend to lose deals.
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