A&A DealFlow
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Product tour

Follow a fictional opportunity through the connected product workflow.

This tour uses safe demo data and illustrative interface previews to explain the complete path from daily attention through reporting and Help.

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  1. Step 01

    Start with the work that needs attention.

    Review supported dashboard measures, follow-ups due, overdue tasks, appointments, and recent activity.

  2. Step 02

    Open the seller opportunity.

    Review contact, lead, property, source, owner, stage, notes, tasks, and activity in connected records.

  3. Step 03

    Work the acquisitions pipeline.

    See active opportunities by stage and open the record that needs qualification or follow-up.

  4. Step 04

    Evaluate the property and compare offer scenarios.

    Use configured inputs and transparent calculations; the product does not guarantee an investment result.

  5. Step 05

    Carry accepted work into contracts and documents.

    Keep supported dates, checklist items, files, versions, and activity connected to the deal.

  6. Step 06

    Organize buyers and disposition progress.

    Review buyer criteria and interest, compare recorded offers, and track assignment, deposit, and closing work. Automated matching and blasts are Planned.

  7. Step 07

    Keep tasks and operational visibility current.

    Review assigned, due, overdue, and recurring work, then inspect the available operational reporting views.

  8. Step 08

    Manage team access.

    Invite members, use fixed roles mapped to permission keys, and manage supported member status changes.

  9. Step 09

    Learn with guided onboarding and Help.

    Use role-aware tours, checklists, labeled sample data, contextual links, and approved Help articles.

  10. Step 10

    Ask the read-only AI Help Assistant.

    Get cited product guidance without granting the assistant write tools or permission to change CRM records.

Ready to compare the workflow with the way your team operates?

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