Pipeline and tasks
It disappears from the columns, not from Doxario. The card menu has a single entry for this, “End deal …”, which opens the question “How did this deal end?” with four answers:
All four take the card off the active board, because the board is a working list and a closed case distracts from the live ones. If closing-critical mandatory tasks are still open, closing is not blocked — the notice lists them, and the decision is recorded under your name.
To bring the case back, use the “Ended” view. Closed cases sit there with “Result” and “Year” filters and a search; the row menu offers “Restore”.
The stage is preserved. That is why “Failed” is not a stage of its own: for analysis, what matters is precisely which stage a case failed at — in negotiation, or only at the notary. As a stage of its own, that information would be destroyed.
A closed case also stops counting towards the weekly review.
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 is a deal management and compliance platform for estate agents in Spain, operated by Blue Pepper S.L.; we therefore have an economic interest in the solutions described in these FAQs. Doxario accepts no liability for decisions taken solely on the basis of these FAQs.
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