Building the real workflow, on a clean slate.

The clean environment

Pipeline & stages

• Sales: remove Tenant Shopping — Sales starts at Buyer Shopping. (Leasing starts at Tenant Shopping.)
• Move "Would Sell" to the front of the Sales pipeline (reorder under Tools → Pipeline Stages).
• Combine "Pending Feasibility" + "Pending Set to Close" into one "Pending" column — but distinguish on the card with a feasibility date + a "feasibility removed" checkbox/icon and a closing date (it's a different mindset once feasibility is removed).
• Show ALL stages even when a column is empty (empty stages don't render on a clean system today — fix).
• Keep it easy to send a leasing deal that landed in Sales back to Leasing (the module dropdown under Commission — found it).

Dashboard

• Shrink the KPI cards to ~half size, keep them constant (not collapsible) so more deals show.
• Pipeline value = ACTIVE OPEN only (~$215M). Today's $370M wrongly adds Closed Won + Closed Lost — remove closed from the pipeline number.
• Show total commission alongside pipeline value (value → commission, same format as the individual cards): e.g., "$215M · potential commission $X".
• Stage color bar: make it meaningful — hover to reveal what each color is, and/or color-code the stage column titles + the card by category (like LeadSimple) so scrolling is scannable. Listed = green, Pending = yellow (colors flexible).
• Keep "Closed Won this year" (accurate). Win rate stays gone. 👍

Deal card — layout & behavior

• Order top → bottom: Note/Call/Email/Meeting/Task tabs → Notes (own section) → Action Plans → Activity Timeline (buried at the bottom).
• Contacts move to second-from-top: Property, then People/Contacts ("property, then people — the absolute truth").
• Stack Offers → Commission → Critical Dates together (less scrolling); move "Landmark PM handoff" further down (rare).
• Notes: remove the right-hand running-note bar; notes get their own section — individually saved, editable, pinnable to top, date/time-stamped, with author + audit trail (who wrote / edited / deleted). A new note lands in the notes section, not buried in the timeline.
• Action plans: uncheck steps you don't want; editing a plan on a deal changes only that instance, not the template; default all steps checked; review the plan before applying (support applying multiple at once); fix the skip/X behavior so it doesn't send the card back a stage; remove the phantom "server update step."
• Quick-edit on the card = quick fields only (address, contact name, what's on the card); detail edits happen inside the card.

New deal form

• Default new deals to the ANALYZE stage (not Buyer Shopping).
• Deal value + commission: show to the dollar with commas, no cents.
• Mandatory fields before leaving/creating (value, commission, owner, assignment).
• When a property isn't found, an obvious "add new property (not in system)" prompt as you type; label existing vs. new.
• Add "Landmark client" as a Source; don't default property type to Office; owner auto-fills to creator with easy reassign.

Buyer / Tenant shopping (people-first cards)

• Create a buyer/tenant-shopping deal without a property — it's a People/contact + the pipeline stage; the system auto-creates the contact (no double entry).
• Card shows three things: price range · asset type · area/market (e.g., "Multifamily buyer · $1–2M · Bellingham"); expand for more.

Property card + Dropbox — the big MVP item

Contacts / People

• Don't default a contact to "tenant" — prompt for role (owner / buyer / tenant / …).
• Contact card shows phone, email, company/LLC, and which properties they own — fully interconnected (Tim owns the 12-unit; the 12-unit lists Tim).
• Link many people to many properties; add secondary contacts; edit from the card; add company/LLC; "scan a card."

MVP scope — reaffirmed

Action items

Next steps