Bulk Deal Management

When you are handling a small number of deals, managing them one at a time works fine. But as your wholesale business grows and your pipeline expands to 10, 20, or 50 active deals at a time, you need tools that let you work in bulk. Deal Run provides several features for managing deals at scale, from importing multiple properties at once to making batch stage changes and exporting your data for reporting or backup purposes.

Adding multiple deals at once

There are two ways to add multiple deals to your pipeline in a single session:

Rapid single entry

Click "+ Add Deal" on the deal tracking board, enter a property address, and the deal is created. Without leaving the board, click "+ Add Deal" again to add the next one. Each time you add a deal, Deal Run pulls in property data (owner info, mortgage, tax assessment, specs) from public records automatically. You can add as many deals as you need in succession -- there is no limit on the number of deals in your pipeline.

This rapid-entry workflow is useful when you have a list of addresses from a driving-for-dollars session, a probate lead list, or a batch of properties from a data source. Open the list on one half of your screen and add deals on the other half. Most properties are created in under 5 seconds each because the address autocomplete and property data pull happen instantly.

CSV import

For larger batches, the CSV import is faster than entering addresses one by one. Navigate to the deals page and click the "Import" button (or find it in the settings menu). Upload a CSV file with at least one column containing property addresses. Deal Run will attempt to match each address to a property in its data sources, pull in the associated property data, and create a deal for each matched property.

Your CSV file should include these columns (only the address column is required):

• address (required) -- the full street address including city, state, and ZIP. Example: "23606 Rollinford Lane, Katy, TX 77494"
• asking_price (optional) -- your desired marketing price for the deal
• contract_price (optional) -- your buy-side contract price
• notes (optional) -- any notes to attach to the deal
• stage (optional) -- which pipeline stage to place the deal in (defaults to Active Marketing)

After uploading, Deal Run shows a preview of the matched properties. Any addresses that could not be matched are flagged so you can correct them or add them manually. Confirm the import to create all matched deals at once. Each deal is created with its full property data profile -- the same data you would get adding them individually.

Import tips

• Use full addresses including ZIP code for the best match rate. "123 Main St, Houston TX 77002" will match more reliably than "123 Main St Houston."
• Remove duplicate addresses before importing to avoid creating duplicate deals.
• If your source data uses abbreviated street types (St, Ave, Blvd), that is fine -- the address parser handles common abbreviations.
• CSV files up to 500 rows are processed immediately. Larger files are queued and processed in the background -- you will receive a notification when the import completes.

Bulk stage changes

When you need to move multiple deals to the same stage -- for example, archiving a batch of old Active Marketing deals that never gained traction -- doing them one at a time is tedious. Deal Run supports bulk stage changes through the grid view:

1. Switch to Grid View using the toggle icon on the deals page
2. Click the checkbox on each deal you want to include in the bulk action, or use the "Select All" checkbox in the header to select every deal currently visible (respects any active filters)
3. A bulk action bar appears at the bottom of the screen showing the number of selected deals
4. Click "Change Stage" and select the target stage from the dropdown
5. Confirm the action. All selected deals are moved to the new stage simultaneously, and an activity timeline entry is logged on each deal noting the bulk stage change.

Bulk stage changes respect the same stage gate warnings as individual moves. If some of the selected deals do not meet the recommended criteria for the target stage, you will see a summary of the warnings and can choose to proceed or cancel.

Archiving old deals

Archiving removes a deal from your active pipeline board without deleting any data. Archived deals do not appear on the Kanban board or in grid view by default, keeping your workspace clean and focused on active opportunities.

When to archive

• A deal has been in Active Marketing for 30+ days with no buyer interest, and you have decided to move on
• Your buy-side contract has expired and you did not renew it
• The seller took the property off the market or sold it to someone else
• You completed a deal months ago and want to remove it from the Closed column to reduce visual clutter

How to archive

On the deal tracking board, use the quick action menu (three-dot icon on the card, or hover actions on desktop) and select "Archive." In grid view, select one or more deals and choose "Archive" from the bulk action bar. You can also archive from the deal detail page via the settings or actions menu.

Viewing and restoring archived deals

To see archived deals, toggle the "Show Archived" filter on the deals page. Archived deals appear with a muted visual style to distinguish them from active deals. To restore an archived deal back to your active pipeline, open it and click "Restore" or use the grid view bulk action. The deal returns to whatever stage it was in before archiving, with its complete history intact.

Searching across all deals

The search bar on the deals page lets you find any deal by typing part of the property address, city, ZIP code, or any text in the deal's notes. Search works across all deals in your pipeline, including different stages and (if the "Show Archived" toggle is on) archived deals.

Search is particularly useful when:

• A buyer calls asking about a specific property and you need to pull it up quickly
• You remember adding a deal in a certain neighborhood but cannot find it on the board
• You want to find all deals on a particular street or in a particular ZIP code

Search results update as you type, filtering the board or grid in real time. Clear the search box to return to the full view.

Sorting deals

In grid view, click any column header to sort your deals by that field. Available sort columns include:

• Date created -- when the deal was added to your pipeline. Useful for reviewing recent additions or finding your oldest deals.
• Asking price -- sort low-to-high or high-to-low. Helpful when you want to batch your work by deal size.
• Stage -- groups deals by pipeline stage, giving you a linear alternative to the Kanban view.
• Days in stage -- sorts by how long the deal has been in its current stage. This is one of the most useful sorts for pipeline hygiene -- it surfaces stale deals that need attention.
• Last activity -- when the most recent timeline event occurred on the deal. Deals with no recent activity may need follow-up or archiving.
• Offer count -- how many offers the deal has received. Sorts deals by buyer interest level.
• Marketing views -- total views on the deal's marketing page. Higher views with fewer offers may indicate a pricing problem.

Click the same column header again to reverse the sort direction. An arrow indicator next to the column header shows the current sort direction.

Exporting deal data

Deal Run lets you export your deal data for reporting, bookkeeping, or backup purposes. From the deals page, click the "Export" button to download a CSV file containing your deal data. The export includes:

• Property address, city, state, ZIP
• Beds, baths, sqft, year built, lot size
• Current stage, date created, days in stage
• Asking price, contract price, assignment fee (for closed deals)
• Marketing page views, offers received
• Owner name, estimated equity
• Notes

The export respects any active filters and search terms. If you have filtered to show only Closed deals, only closed deals are included in the export. To export everything, clear all filters before clicking Export.

Common export uses

• Tax records -- export all Closed deals for the year with assignment fees for your accountant
• Performance reporting -- export by date range to analyze monthly or quarterly deal volume and revenue
• Partner reporting -- share pipeline status with a business partner or investor by exporting current active deals
• Backup -- download a snapshot of your pipeline data for offline storage
• External tools -- import into a spreadsheet or BI tool for custom analysis

Deal count limits

There is no limit on the number of deals you can have in your Deal Run pipeline on any plan. Both Pro and Pro+ support unlimited deals. The subscription limits apply to deal searches and investors per deal, not to deal count. You can have 5 deals or 500 deals in your pipeline without affecting your subscription.