Skip to main content
Track deals from first enquiry through to settlement, with milestones and agent communication. Deals

​
The Deals Page (/deals)

The Deals page is your central hub for managing all agency deal activity:
  • Enquiries: Initial buyer interest
  • Holds: Packages reserved for buyers
  • Under Offer: Contracts being negotiated
  • Sold: Completed sales in construction/settlement

​
Viewing Deals

Filter deals by:
  • Your Staff: See deals managed by specific BDMs
  • Selling Agent: See deals by the agent who brought the buyer

​
Main Package Statuses

​
Placing a Package On Hold

  1. Click the status button on a package
  2. Select Hold
  3. Choose the agent who requested the hold
  4. Set the hold duration
  5. Confirm
What happens:
  • The agent receives an email alerting them of the hold and duration
  • The Lot status changes to On Hold
  • Other packages on the same lot show “linked hold” status
  • When the duration expires, the package automatically returns to Available

​
Status Cascade Behaviour

​
Prerelease Inheritance

Setting a Project to Prerelease:
  • New Lots created under the project inherit Prerelease status
  • New Packages created under those lots inherit Prerelease status
  • Existing lots and packages are not changed

​
On Hold Cascade

When a package goes On Hold:
  • The Lot shows On Hold status
  • Other packages on the same lot get “linked hold” status
  • When released, linked packages return to Available

​
Under Offer / Sold Cascade

When a package goes Under Offer or Sold:
  • Other packages on the same lot are archived
  • This ensures only one package shows the correct status per lot
  • Preserves data integrity for reporting

​
Archive Cascade

When archiving a Project:
  • All Available lots and packages are archived
  • Sold packages are preserved (not changed to archived)
  • This maintains historical sales records

​
Milestones

Below the main statuses, Kenekt uses milestones to track detailed workflow progress.

​
Configuring Milestones

  1. Navigate to /sales/deal_stages
  2. Add or edit milestone stages
  3. Configure email alerts for each milestone:
    • Alert the BDM when milestone is achieved
    • Alert the Selling Agent when milestone is achieved

​
Under Offer Milestones

Track progress through the offer stage:
  • Contract issued
  • Finance approved
  • Building approval
  • Exchange scheduled
  • etc.

​
Sold Milestones

When moving from Under Offer to Sold, a new set of milestones becomes available:
  • Construction commenced
  • Frame stage
  • Lock-up stage
  • Practical completion
  • Settlement
  • etc.

​
Agent Visibility

Agents can track milestone progress on their /my-deals page in the portal. This provides:
  • Visual progress indication
  • Clear communication of deal status
  • Transparency without manual updates

​
Deal Actions

Click any deal row to open the sidebar with:
  • Stage progression: Move to next milestone
  • Milestone dates: Track expected and actual dates
  • Commission job details: View fee tracking
  • Quick actions: Convert, archive, reassign

​
Commission Jobs

Kenekt has a full Job payments management system linked to Deals for tracking commission payments through construction stages. Note: This feature documentation will be added when available.

​
Best Practices

  • Set realistic hold durations: Match your typical sales cycle
  • Use milestones consistently: Keeps agents informed automatically
  • Configure email alerts: Reduce manual follow-up communication
  • Review stalled deals: Use filters to find deals needing attention