Deal Activity Timeline

Every wholesale deal generates a trail of events: stage changes, offers received, emails sent, calls logged, marketing page views, and more. The activity timeline on each deal's detail page captures all of these events in chronological order, giving you a complete history of everything that has happened with a deal from the moment it was created to the day it closes.

Think of the activity timeline as your deal's diary. It answers the question "what happened and when?" for every deal in your pipeline. This is not just useful for staying organized -- it is essential for accountability, for learning from past deals, and for picking up where you left off when you return to a deal after days or weeks away.

Where to find the timeline

The activity timeline is located on the deal detail page. Open any deal from your deal tracking board by clicking its card. On the deal detail page, the timeline appears in the Recent Activity card on the right column of the two-column layout. The most recent events are shown at the top, with older events below.

On mobile, the two-column layout stacks vertically, so the Recent Activity card appears below the property information and photos sections. Scroll down to reach it.

The timeline shows the most recent events by default. If the deal has a long history, click "View All Activity" at the bottom of the card to expand the full timeline.

Events tracked automatically

Deal Run automatically logs several types of events to the timeline without any manual input from you:

Stage changes

Every time a deal moves from one stage to another, a timeline entry is created. The entry shows the previous stage, the new stage, and the exact date and time of the change. If a deal moves backward (for example, from Under Contract back to Active Marketing because the buyer backed out), that is logged too. Over time, the stage change history tells you exactly how a deal progressed -- or where it got stuck.

Offers received

When a buyer submits an offer through your marketing page form, a timeline entry is automatically created showing the offer amount, the buyer's name, and the submission timestamp. If the offer is later accepted or rejected, those status changes also appear as separate timeline entries. This gives you a complete narrative: "Offer of $175,000 received from Harkor Homes LLC at 2:30 PM ... Offer accepted at 4:15 PM."

Emails sent

When you send an email blast that includes this deal, a timeline entry is created showing the blast name, the number of recipients, and the send time. If individual email opens or link clicks are tracked, those can appear as aggregated stats -- for example, "Email blast sent to 47 buyers -- 31 opened, 12 clicked marketing link."

Marketing page views

Views on your deal's marketing page are logged in aggregate. Rather than creating a timeline entry for every single view (which would clutter the timeline), Deal Run summarizes page view activity periodically. You might see entries like "Marketing page received 23 views today" or "5 unique visitors viewed the marketing page this week." This helps you gauge whether your marketing is generating interest.

Deal creation

The very first timeline entry for every deal is its creation event, showing when the deal was added to your pipeline and the original property address. This serves as the starting point of the deal's history.

Property data updates

If property data is refreshed -- for example, if a new listing appears on MLS for the subject property, or if tax assessment data updates -- a timeline entry is created noting what changed. This ensures you are aware when the underlying property data shifts, which may affect your analysis or pricing.

Events you log manually

In addition to automatic events, you can log your own activity entries to keep a complete record of everything happening with a deal:

Calls logged

After a phone call with a buyer, seller, title company, or anyone else related to the deal, add a call log entry. Record who you spoke with, the duration, and key takeaways. Example: "Called John Smith RE: walkthrough feedback. Interested but wants $5K price reduction. Will submit revised offer by Friday."

Notes

Free-form notes can be added at any time. Use these for anything that does not fit neatly into another category: reminders to yourself, observations from a property visit, contractor feedback on repair estimates, or red flags you want to document. Notes appear in the timeline alongside automatic events, maintaining chronological context.

Walkthrough records

When a buyer visits the property, log the walkthrough with the buyer's name, date, and their feedback. Did they like the property? Were there concerns? Are they planning to submit an offer? This information is valuable when you are evaluating offers later -- knowing which buyer saw the property and what they thought gives context to their offer amount.

Document uploads

When you upload a contract, inspection report, or other document to the deal, a timeline entry is created noting the document name and upload date. This helps you track the paper trail and quickly verify that all required documents are in place before closing.

How the timeline helps you stay organized

The activity timeline solves several common problems that wholesalers face:

Picking up where you left off

When you are running multiple deals simultaneously, it is easy to lose track of where each one stands. Opening a deal and scanning the recent timeline entries tells you exactly what happened last and what needs to happen next. "Last event: emailed counter-offer to buyer two days ago. No response yet. Action: follow up by phone."

Accountability and documentation

If a dispute arises with a buyer, seller, or partner, the timeline provides a factual record of what happened and when. Every stage change, every offer, every communication is timestamped and stored. This is not just good practice -- in some situations, it can protect you legally.

Learning from closed deals

After a deal closes, reviewing its timeline tells a story. How long did it take to find a buyer? How many offers came in? How long was it under contract? What went smoothly and what was a struggle? These patterns, when observed across multiple deals, help you identify bottlenecks and improve your process over time.

Team coordination

If you work with a partner, virtual assistant, or team member, the timeline is the shared source of truth. Everyone can see what has been done and what remains outstanding. This eliminates the "I thought you were handling that" conversations that derail deals.

Filtering activity by type

On deals with extensive history, the timeline can get long. Use the filter options at the top of the activity section to narrow what is displayed:

• All -- shows every event (default)
• Stage changes -- shows only stage transitions, useful for understanding the deal's progression path
• Offers -- shows only offer-related events (submitted, accepted, rejected, counter-offered)
• Communications -- shows emails sent, calls logged, and messages related to the deal
• Marketing -- shows marketing page views, blast sends, and engagement metrics
• Notes -- shows only manually added notes and observations

Filters are useful when you need to focus on one aspect of a deal's history. For example, if you are preparing for a negotiation, filter to "Offers" to review the full offer history without wading through marketing metrics and stage changes.

Timeline and the deal tracking board

The deal tracking board and the activity timeline work together. The board gives you a high-level view of your entire pipeline at a glance. The timeline gives you a deep dive into a single deal's history. Use the board to identify which deals need attention (based on days in stage, activity indicators, or new offer badges), then click into those deals and use the timeline to understand the full picture before taking action.

Activity indicators on the board cards -- such as "2 new offers" or "15 views today" -- are derived from the timeline data. They surface the most important recent events without requiring you to open each deal individually.

Data retention

All timeline data is retained permanently, including for archived and closed deals. You can always go back to a deal from six months ago and see its complete history. This is particularly useful for tax records, business planning, and building your track record when pitching to new deal sources or partners.