A deal is the transaction’s working record
Deals track transfers, loans, free moves and renewals for players already in the registry. The record keeps the transaction type, club, financial terms, target window, lead agent and current negotiation stage together for the workspace.
Create a deal manually or accept a reviewed Inbox proposal. The board and list are two views of the same records; moving a board card changes the deal's stage rather than creating a separate workflow item.
Deals and Pipeline represent different work
Pipeline tracks the agency's pursuit of a player mandate. Deals track a concrete football transaction for a player the agency is already working with. Securing a mandate does not convert a pipeline card into a deal, and opening a deal does not remove the player from Pipeline.
The same player may have a pipeline entry and one or more deals at the same time. Their stages and lead agents are independent because acquisition responsibility and transaction responsibility may belong to different people.
Deal type controls the relevant economics
Choose the type that describes the transaction rather than the commercial arrangement the agency hopes to earn. Commission entitlement belongs to the representation contract, not to the deal type.
- Transfer
- A permanent move, with transfer fee and wage terms where known.
- Loan
- A temporary move, with loan fee, option fee and optional wage contribution.
- Free
- A move without a transfer fee, centred on wages and any signing bonus.
- Renewal
- A new agreement at the current club, with wages and extension length.
Stages state what is true now
Move a deal when its real-world state changes. A stage is not a private to-do status, and moving it resets the time-in-stage clock. Non-terminal deals that remain in one stage for more than 14 days receive a warning marker; Relai does not move them automatically.
- Opening
- Interest is logged and the deal is taking shape.
- Active
- Talks, bids, offers or negotiations are live.
- Agreed
- Terms are settled and paperwork is moving.
- Completed
- The transaction happened and is retained as history.
- Collapsed
- The deal is dead or parked, but its context remains useful.
Economics remain exact and currency-specific
Enter only the figures relevant to the chosen type: transfer or loan fee, option fee, wage and period, signing bonus or extension length. Unknown values should remain empty until a reliable source supplies them.
Each amount keeps its own currency and Relai does not convert currencies. Cards show one compact headline figure for scanning—such as the transfer fee or wage—but that figure is not a combined valuation of every economic field on the deal.
Lead agent means current responsibility
A deal can have one current lead agent or remain Unassigned. Assignment helps the team filter work and know who is driving the transaction; it does not change visibility, player ownership or deal stage.
Deal assignment is independent from the player's pipeline assignment. When a task is created for a deal without an explicit assignee, it inherits the deal's current lead as a starting point, but later changes to either assignment remain independent.
Connected records complete the context
Player
Every deal belongs to one player. That player is fixed after creation so the audit history stays coherent.
Tasks
Operational follow-up can link to the deal and defaults to its lead agent when no assignee is chosen.
Documents
Agreements and supporting files can be filed against the deal or player.
Club requirements
Market intelligence can link to the deal without becoming part of its stage.
Timeline
Creation, edits, stage changes, completion and collapse are recorded against the player dossier.
A deal accepted from the Inbox retains its source relationship. The resulting deal is shared workspace data, while the raw email and proposal history remain private staging material for the submitting member.
Completion can begin the commission hand-off
Moving a deal to Completed records its closure time and appends a completion event to the player timeline. If an active representation contract contains an applicable commission term, Relai can compile a draft payment schedule from the completed deal's economics.
The draft does not enter the ledger automatically. A person reviews its calculation, installments and credited agent before confirming it. Collapsed deals do not produce a schedule.
Continue with How commissions work →
Visibility, permissions and audit
Deals are shared across the workspace. Members can create, edit, move and assign them so another agent can continue the transaction when needed. Assignment is responsibility metadata, not an access rule.
Permanent deletion is restricted to owners and admins. Prefer Completed or Collapsed when the record describes real historical work; both preserve the transaction and its audit narrative without presenting it as an active negotiation.