Managing Buyer Files and Conversations

Deal Pipeline is the seller workspace for managing buyer files and conversations. Bizzy Leads are automatically created there as ordinary buyer files when a published listing and buyer meet the lead criteria. Representatives use the same seller workspace for listings they manage on an owner's behalf; the owner does not receive automatic account access. See Representing a Business Owner for the setup path.

Manage Bizzy Leads

With active Premium access, open Buyers from the Selling workspace. A qualifying Bizzy Lead appears automatically in the normal List and Board views with a Bizzy Lead badge and Source: Bizzy Lead marker. It uses the same buyer-file controls as every other file: stars, private notes, activity, stages, follow-ups, archive, and restore.

There are no separate New, Saved, Paused, or Contacted lead queues, fit labels, or review steps. Creating a lead file does not send a message or notification to the buyer, start a conversation, or mean the buyer expressed interest. Choose whether to contact the buyer from the file.

Before a seller sends a Bizzy Lead message, Bizzy rechecks Premium, listing and account eligibility, ownership, blocks, moderation restrictions, and the seller/listing daily-message limits. A successful Message buyer send creates the listing-specific conversation and follows the normal messaging rules.

Older /seller/buyer-matches and /seller/leads links are compatibility redirects to the Buyers workspace. If a lead is no longer available, Bizzy shows a general unavailable notice instead of private buyer information.

Buyer Files and Conversations

Use a buyer file in Deal Pipeline to track conversations, NDA and diligence-access activity, and your private notes.

Choose Message or Reply beside the star at the top of the file. For a new Bizzy Lead, Message opens an editor; nothing is sent until you choose Send message. Existing conversations open in Messages.

Each section keeps its actions beside its heading: Set follow-up or Reschedule, Add note, Log activity, Edit details for off-platform buyers, and Review access when diligence approval is needed. Save or cancel at the bottom of the form.

Private Notes

Choose Add note to add a new text row. Write your note, then select the green check button to save that row. You can add several drafts; each is saved separately. Use the pencil to edit a saved note, or the trash button to delete it after confirmation. Cancel leaves a saved note unchanged; Discard removes an unsaved draft. Drafts survive a failed save but are not kept if you leave or reload the page.

Drag the handle on the left of a saved note to change its position. A floating preview shows the note you are moving, and a dashed highlight marks its destination. Hold the note near the top or bottom edge of the visible workspace to scroll through a longer list. Release to place it, or press Escape to cancel the drag. You can also focus the handle and press Arrow Up or Arrow Down, or click it and choose Move up or Move down. The order saves automatically and is kept when you return; new notes are added at the end. Saving, editing, deleting, or moving a note keeps your place in the buyer file instead of jumping to the top. Notes remain private to your seller workspace and are never sent to the buyer.

Buyers You Bring Yourself

Not every buyer starts on Bizzy. Choose Add buyer on the Buyers page to track someone who reached you through a referral, a broker, another listing site, or a direct inquiry. Pick the listing they are interested in and enter what you know: a name is enough to start, and you can add an email address or US phone number later. Bizzy keeps one buyer file per email or phone for each listing and points you to the existing file if you add the same person twice.

Off-platform buyers are private to your account: Bizzy never contacts them, never shows them to other sellers, and never uses what you type to score Bizzy Leads. You can edit their details from the buyer file at any time.

Stages, Activity, and Follow-ups

Every buyer file has a stage: New, Contacted, Following up, or In offer talks. New is a workflow stage, not an unread indicator; opening a file does not change its stage. In a buyer file, the connected Stage buttons show the current stage with a green fill and checkmark. On phones, the buttons form a joined grid and stack into fewer columns when text is enlarged. Select another stage to save the change immediately; you can switch stages whenever needed. You can also choose a stage from the row menu or update several files at once from the selection bar. Switch the Buyers page to Board to see every stage as a column and drag a buyer between them. Archive removes a file from every active Buyers view and count while keeping its notes and history. Choose View archived buyers from either List or Board to open the separate Archived buyers page. Search or filter by listing, open a buyer file to review its history, or choose Restore to pipeline to bring it back in the New stage. Archived buyers never appear as cards on the active board.

Log activity records a call, meeting, email, or text; an optional summary is saved as a private note. Set follow-up schedules one reminder per buyer file. When its date arrives the file appears under Follow-ups due on the Buyers page and under Needs your attention in your Selling workspace. Follow-ups are reminders for you only; Bizzy does not message the buyer. Your Selling workspace surfaces buyer replies and confidential diligence-access requests under Needs your attention; select an item to open the relevant buyer file directly. The Buyers navigation card describes the workspace, not unread files or waiting buyers. An existing uncontacted Bizzy Lead alone does not mean an action is due.

Listing Views

Your seller workspace shows listing view counts as a useful, approximate signal of marketplace activity. Views are not a count of unique people or a guarantee of buyer interest: visits can be repeated, and some activity may not be counted. Consider views alongside saves, messages, and the quality of your buyer conversations.

Tips for Sellers

Start in Buyers for every Bizzy Lead and buyer-file task
Add buyers who reach you outside Bizzy so every conversation lives in one place
Set a follow-up before you leave a buyer file so the next step is never lost
Respond promptly when a buyer message needs your attention
Keep confidential details and external resources in the NDA-gated diligence workflow
Keep negotiations in Messages and use private notes only for seller-side context