Rolling back a Zoho Deal will DELETE the Zoho Deal record.
The deleted Deal will reside in Zoho's recycle bin for 60 days. If the associated Google Folder is also deleted (checkbox below), it will be moved to Drive's trash. Both can be restored from there if needed.
Record Locked
This record is currently being edited by another user. Roll back is not allowed while locked.
Rolling Back Zoho Deal…
Waiting for the SegPro portal to confirm the rollback…
Time remaining: 1:00
✓Rollback Completed
Draft Found
View saved data ▾
Required Fields Missing
Please complete the following before saving:
Creating Deal…
Waiting for Zoho to confirm the deal creation…
Time remaining: 3:00
✅
Deal created successfully!
⏱️
Deal creation timed out
Zoho didn't confirm within 3 minutes. Verify the deal directly in Zoho CRM,
or contact support if it never appears.
Settings
These settings only apply to this browser session.
Show auto-save toasts
Blue diagnostic toasts that confirm drafts saved & tokens refreshed
Reset all record locks
Clears locked_by and locked_at on every Pre-Core record. Use if a record is stuck locked.
Client / Property Info
⚠ Changing the street address will create a new record if saved.
Basis
Estimate
Property Type Reference
Tax Info
Comments
Internal Comments
Depreciation Schedule
Fill in the Inputs tab to generate the depreciation schedule.