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  1. REI BlackBook
  2. [NEW] Deal Pipelines

[NEW] Deal Pipelines

Master the transition from simple contact management to true deal engineering.

Getting Started & Core Concepts

  • Getting Started with Pipelines
  • Managing Your Team, Vendors & Deal Interface
  • Automation & Workflows: Contact Flows vs. Deal Flows

System Configuration

  • How to Configure Deal Settings
  • Integrations & Best Practices

Active Deal Management

  • Day-to-Day Deal Management
  • The Wholesale Pipeline Deep Dive
  • Marketing & Closing the Deal
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