Managing Deals

What are Pebble's Boards? Our Boards are a centralized place for you to keep track of the properties you're acquiring and selling. Use Deals to manage and track your entire acquisition and sales pipeline.

Overview & Basics

Different types of Boards

Once you are logged into your Pebble account, you will see multiple default boards depending on your subscription plan. 

• Seller Deals - designed to manage your acquisition pipeline (tracking properties you're looking to buy)
• Inventory Deals - designed to manage and market properties you currently own
• Buyer Deals - designed to manage your disposition pipeline (tracking properties you're selling)

Managing Stages inside a Board  

Each Board is made up of multiple stages or lanes, and each Deal has its own card. 

To move a card to different stages, simply grab a card and move it through the acquisition process until it reaches the end of the process.

Setting Up Your Boards

Adding a Board

1. Click Boards on the left side panel. 
2. Go to the upper-right-hand corner and click +Add Board.

Editing and Customizing Stages

Every board has its stages. The stages are customizable according to your preferences. 

To customize your stages, follow the steps here 👇

1. Click on the ellipsis (three dots) on the top-right corner of the card. It will display three options for Stage Actions: Edit, Delete, or Automation.
2. Click Edit to edit the name and change the color of the stage header. Click Save.
3. Click Delete to delete the stage. A message will pop up. Click Delete Stage to confirm the deletion of the stage. 
4. Click Automation to automate the stage. Select the stage automation you'd like to use. Click Save.

Editing / Deleting a Board

1. Navigate to the board you want to edit.
2. Click the Settings icon. The Board Settings window will open.
3. Edit the board name according to your preference. Click Save.
4. You can also delete a board by clicking the Delete this Board button. Caution: Once you delete a board, there is no going back. Please be certain.

Working with Deals

Adding a Deal

There are two methods of adding a deal to your Deal Boards.

1. Manually

Add a deal manually by clicking the Deals → Seller Deals on the left-side panel; click the +Add Deal button in the upper-right-hand corner. 

2. Inside your Inboxes

• Navigate to Inboxes on the left-side panel.
• Inside the Seller Inbox - you may receive a Lead Form submission mail. Open the message and check the mailer code.
• Click the Add New Deal button.  Note: If the sender entered a mailer code in the Lead Form submitted, the details are pre-populated. All the information related to that mailer code will become available. It includes properties, contacts, and campaigns.
• Under the Board field, click the dropdown arrow to select the deals board.
• Choose a stage by clicking the dropdown menu.
• Click Save. Once the deal is created it will go to the "Lead In" stage (or depending on the stage chosen).

Managing the details of a Deal

Once inside a deal card you can:

1. Click the Edit icon to edit the deal title.
2. Enter the Estimated Deal Value (optional).
3. Add the Campaign and Source of the Deal.
4. Hit Save to apply the changes.
5. Click the +Member icon to assign team members.
6. Click the Priority dropdown arrow to prioritize the deal.
7. Click the Stage dropdown arrow to change the deal status.
8. Click the Close Deal button to close the deal.

You can also:

1. Click the Add List button to add a task list.
2. Enter messages or notes inside the Notes field where you can mention other team members inside the Pebble account. Hit Save.
3. Navigate the Properties section to manage the details of the property.

Deal Prioritization

When managing multiple deals simultaneously, prioritization helps you focus on the opportunities that matter most. Whether you're tracking hot leads or managing long-term prospects, Pebble gives you tools to organize and highlight your priority deals.

In the Deal Boards, you'll see tags indicating if the deal is hot, warm or cold.

Prioritizing Your Deals

To actually add the tags, you need to click on a deal card. You will be taken to the deal page and there, up top, you'll see a dropdown menu with the options. Click on the priority you'd like.

The priority tag will be displayed on the deal card, making it easy to identify high-priority deals at a glance.

Filtering Deals by Priority

Once you've added priority tags to your deals, you can quickly filter your board to view only high-priority opportunities.

To filter deals by priority:

1. Navigate to your Deal Board (e.g., Seller Deals)
2. Click on the filter icon next to "Filter by:"
3. Select the priority tag you want to filter by (e.g., "Hot")
4. Your board will display only the deals with that priority level

Sorting Deals by Priority

If you have many deals with different priorities and need an easy way to focus on the most important ones, you can sort them by priority. Here's how to do it:

1. Navigate to your Deal Board
2. Locate the stage where you want to sort deals
3. Click the ellipsis icon (three dots) in the upper-right corner of the stage header
4. Select Priority (highest first)

You will then see the deals tagged as hot jump up, followed by warm, then cold.

Moving deals

Moving Deals to different Boards

To move deals across different deal boards, simply click on the deal that you would like to move over and head to the Stage dropdown. You can then click on the board and new stage that you would like to move the deal to:

Moving individual properties to different Boards

1. While inside the Seller Deals board, navigate to the Deals panel on the right side.
2. Go to the Deal board where you want to move the property to (for example, Inventory Deals).
3. Click the + Add to Board button. The Add Deal window will open.
4. Name the deal.
5. Select the stage by clicking the dropdown arrow.
6. Click Save. You will then be directed to the selected deal board (for instance, Inventory Deals). From there, you can add tasks by clicking the Add List button in the Tasks section. You can also send a note or add a conversation in the same panel.