> ## Documentation Index > Fetch the complete documentation index at: https://help.kenekt.app/llms.txt > Use this file to discover all available pages before exploring further. # Deal Workflow 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 | Status | Description | Behaviour | | - | - | - | | **Prerelease** | Not yet available for sale | New lots/packages inherit from Project | | **Available** | Ready for sale | Default active status | | **On Hold** | Reserved for a buyer | Requires agent assignment and duration | | **Under Offer** | Contracts issued | Archives other packages on same lot | | **Sold** | Sale completed | Archives other packages on same lot | | **Archived** | Hidden from views | Preserves history | ## 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 This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.