Pipeline and tasks
The pipeline shows every live offer as a card in one of four stages: “In negotiation”, “Reservation contract”, “At the notary” and “Completed”. You move a card on by dragging it; the new stage is saved immediately.
Two points are worth knowing:
On narrow screens the board is shown as a list with tabs. Cards cannot be dragged there; you change the stage using the dropdown on the card instead.
AI-assisted tools were used in preparing these FAQs; the content was subsequently reviewed and approved by the Doxario editorial team. They reflect the general state of the law as at the review date shown and do not constitute individual legal or tax advice. To assess your own case — particularly where complex structures are involved (offshore companies, trusts, foundations, communities of heirs) or where the new EU rules leave room for doubt — we recommend consulting a lawyer specialising in Spanish anti-money-laundering law and, on tax questions, a tax adviser. Doxario accepts no liability for decisions taken solely on the basis of these FAQs.
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