Work Your Deal Pipeline
See exactly where every lead, buyer, seller, and closing stands with our easy-to-use visual deal pipeline. Track your potential income, move clients forward with a quick drag-and-drop, and customize your sales stages to fit your business. With built-in task checklists and workflows, it’s never been easier to close deals and keep your pipeline moving.
Video Overview
Getting Started
Click the Pipeline icon in the left side menu.
- Use Deal Types (#1), to view by deal type such as Buyers, Sellers or Leases.
- Click the Add Deal button (#2) to add a client to your Pipeline. Click the Actions menu button to customize settings and set up lead capture.
- Add and Work deals through your Pipeline stages from left to right. You can customize the stages by clicking in the stage name at the top and set up task checklists for each stage.