> ## Documentation Index
> Fetch the complete documentation index at: https://terrascout.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Deal Management

> A modern approach to land acquisition workflow

<Frame>
  <img src="https://cdn.ploti.ai/static/deal-management-overview.webp" alt="Deal Management Overview" />
</Frame>

Land acquisition has traditionally been managed through spreadsheets, email threads, and tribal knowledge. Deals get tracked in personal notebooks, critical updates get lost in inboxes, and team members duplicate effort because no one knows what's already been researched.

Ploti's deal management system changes this by giving your team a single source of truth for every opportunity you're pursuing.

## The Problem with Traditional Approaches

<CardGroup cols={2}>
  <Card title="Scattered Information" icon="files">
    Deal details live in spreadsheets, emails, text messages, and sticky notes. Finding the latest information means hunting across multiple places.
  </Card>

  <Card title="No Visibility" icon="eye-slash">
    Team members don't know what others are working on. Deals fall through the cracks. Management can't see pipeline health without asking around.
  </Card>

  <Card title="Lost History" icon="clock-rotate-left">
    When someone leaves or a deal resurfaces months later, the context is gone. Why did we pass? What was the owner's situation?
  </Card>

  <Card title="Duplicate Effort" icon="copy">
    Two people research the same property. Someone contacts an owner who was already reached out to last month. Time and credibility wasted.
  </Card>
</CardGroup>

## A Better Way

Ploti brings structure to your deal flow without adding bureaucracy. The system is designed for how land acquisition actually works—fast-moving, relationship-driven, and research-intensive.

### Everything in One Place

Every parcel you're interested in, every conversation with an owner, every offer you've made—it's all connected and searchable. Click on any property and instantly see if anyone on your team has ever looked at it.

### Automatic Tracking

You don't have to remember to log activities. Status changes, comments, assignment updates—everything is captured automatically. Six months from now, you can pull up a deal and see exactly what happened.

### Team Coordination

See what your team is working on. Know who's talking to which owners. Avoid stepping on each other's toes while making sure nothing falls through the cracks.

## Two Core Concepts

Ploti's deal management is built around two simple concepts:

<CardGroup cols={2}>
  <Card title="Leads" icon="bullseye" href="/leads/overview">
    A lead is a specific acquisition opportunity. It contains one or more parcels you're interested in, along with all the details about the deal—owner info, financials, status, and history.
  </Card>

  <Card title="Projects" icon="folder" href="/projects/overview">
    A project groups related leads together. Use projects to organize by geography, development type, client, or however makes sense for your business.
  </Card>
</CardGroup>

**Think of it this way:** Leads are the individual deals. Projects are the buckets you organize them into.

## Common Workflows

### Solo Operator

Even if you work alone, deal management helps you:

* Remember where you left off on each opportunity
* Track which owners you've contacted and when
* See your pipeline at a glance
* Never lose context on a deal, even months later

### Small Team

With a team, you get:

* Clear ownership of who's working each deal
* Visibility into what everyone is pursuing
* No duplicate outreach to the same owners
* Seamless handoffs when someone's out

### Larger Organizations

For bigger teams, add:

* Project-level organization for different initiatives
* Multiple team workspaces
* Clear activity history for compliance
* Pipeline reporting across the organization

## Getting Started

<Steps>
  <Step title="Start Creating Leads">
    When you find an interesting property, create a lead. Add the basic details and any research you've done. [Learn how →](/leads/creating-a-lead)
  </Step>

  <Step title="Work Your Pipeline">
    Update lead status as you make progress. Add comments to document conversations. The history builds automatically. [Learn more →](/leads/lead-pipeline)
  </Step>

  <Step title="Organize with Projects">
    As you accumulate leads, group them into projects that make sense for your workflow. [Learn how →](/projects/creating-a-project)
  </Step>

  <Step title="Collaborate">
    Assign leads to team members. Subscribe to deals you want to follow. Keep everyone in sync. [Learn more →](/leads/activity-collaboration)
  </Step>
</Steps>

## It's Not About Process—It's About Winning Deals

The goal isn't to create more work or add bureaucracy. It's to help you:

* **Move faster** by having information at your fingertips
* **Miss less** by tracking every opportunity systematically
* **Close more** by staying organized and following up consistently
* **Scale up** by building systems that work beyond your memory

The best land buyers aren't just good at finding deals—they're good at working deals through to close. Ploti gives you the tools to do both.