Working in deal rooms

A deal room is the central hub for an active property — everything your team needs to work a deal from evaluation to closing is in one place.

What is a deal room?

Every time you have a property worth working — whether it came in as a lead or you sourced it directly — you create a deal room. It gives you:

• A permanent home for all activity on the deal
• Property facts (beds, baths, ARV, repairs) that anyone can update inline
• A chronological activity feed for calls, notes, emails, and status changes
• Task management tied directly to the property
• A link back to the original seller lead

Creating a deal room

Option A: Convert a lead Open any seller lead and click Convert to Deal Room. DispoStack copies the address, links the lead, and drops you straight into the new deal room.

Option B: Create manually

1. 1Go to Deal Rooms in the left sidebar.
2. 2Click New deal room in the top-right corner.
3. 3Enter the street address (required) and any other details you have.
4. 4Optionally link an existing lead.
5. 5Click Create deal room.

Updating the status

The status select in the header moves the deal through the pipeline:

Evaluating → Under Contract → Marketing → Assigned → Closing → Closed (or Dead)

Every status change is automatically logged as a "status" activity in the timeline with the before/after values.

Logging activity

The activity composer in the main column lets you log:

• Note — General observations, strategy notes
• Call — Phone call summary
• Text — SMS thread notes
• Email — Email summary or paste

Type your entry, select the type, and click Log (or press Cmd+Enter). The entry appears in the timeline with your name and a relative timestamp.

Editing property facts

The property facts card shows beds, baths, square footage, year built, ARV, and repair estimate. Click any value to edit it inline — it saves automatically when you click away.

Managing tasks on a deal

The tasks panel at the top of the right column shows all tasks for this property. You can:

• Check a circle to mark a task complete
• Click Add task to create a quick task with priority, due date, and assignee
• See completed tasks by expanding the "X completed" disclosure
• Click View all tasks to go to the full tasks page

Deleting a deal room

Only Owners and Admins can delete deal rooms. Scroll to Danger zone in the left column and confirm. This permanently deletes the deal room and all its activities.