Voiding or Collapsing a Deal
Reasons to Void a Deal
An agent entered a deal incorrectly and you want a fresh start
A deal was created from a listing by accident
A deal was created from your document management integration accidentally or duplicated, if this occurs, you will need to follow a few more steps to void these deals in order to bring in another deal, follow the steps in this article for that process
Void a Deal
- Go to the deal you want to void
- Click the Details Menu
- Expand the Details view by clicking the dropdown arrow
- Set the Sale Status field to Voided
The deal will no longer show up on your Deals page or your Deals Requiring Attention on the dashboard.
If you want to view the voided deal for any reason, you can always find it through the Filters on the Deals page.
If a deal has fallen through, you can simply use the Collapsed Deal Status following the same instructions detailed above.
Keeping Void & Collapsed deals clean
*Please note, voided or collapsed deals should not have financials tied to them, so check to see if you have deposits recorded. You can keep the commissions on the commission's page but override any deductions to $0 and release any deposits taken.
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