Deals are the way Zipi helps both your broker and you track performance and financial transactions in Zipi.
First, note that deals are managed on your broker’s account, not your My Business account.
To view all your deals:
Change from your Zipi My Business profile to your Broker’s Account using the organization selector at the top of the screen.
2. Click the Deals tab.
3. Create a Deal board.
To learn how to create a deal board, read the tutorial here: How to Create a Deal Board
There are two primary ways to add deals are either manually, or through one of our integrations partners dotloop or SkySlope.
- To add deals manually, follow the tutorial here: How to Add Deals Manually
- Add deals using dotloop: How to Add a Deal via dotloop
- And SkySlope: How to Add a Deal via SkySlope