Complete Deal Pipeline Guide - 9 Stages to Success
Master Tesoro CRM's advanced deal pipeline system with 7 enum types, real-time collaboration, and AI-powered property matching for maximum conversion.
list Table of Contents expand_more
Tesoro CRM's deal pipeline system is an advanced sales management platform with 7 enum classification systems, automatic status transitions, and real-time team collaboration.
This guide shows you how to maximize every aspect of the deal system for higher conversions and better team performance.
💡 Deal Architecture Overview
Deal Creation Workflow
1
1. Select Qualified Contact
Start with a qualified contact from your contact database. The system automatically shows all property preferences and communication history.
Verification: Contact must have at minimum:
- Name and email (required)
- Property preferences (type, budget, location)
- Timeline information
- Lead qualification status
2
2. AI Property Matching
Tesoro's AI matching algorithm automatically analyzes:
- Budget Range: Price_min to price_max matching
- Location Preferences: Geographic and neighborhood preferences
- Property Type: House, apartment, commercial, etc.
- Size Requirements: M2, bedrooms, bathrooms
- Feature Matching: Pool, garage, garden, etc.
The system uses suggestionsForDeal() to find the best matches.
3
3. Deal Configuration
Configure the deal parameters:
- Deal Type: Sale, Rent, Commercial
- Contact Type: Buyer, Seller, Investor
- Owner Assignment: Primary agent responsible
- Deal Status: Usually starts with 'New' or 'Qualified'
- Properties: Select 1 or multiple properties from AI suggesties
9-Stage Pipeline Breakdown
The Tesoro deal pipeline contains 9 customizable stages with automatic business rule enforcement:
- New Lead - Initial contact, basic qualification
- Qualified - Budget and timeline verified
- Property Viewing - Active property viewings
- Interest Expressed - Client shows serious interest
- Offer Prepared - Proposal in preparation
- Offer Submitted - Formal offer submitted
- Negotiation - Negotiation active
- Contract Signed - Agreement signed
- Closed Won - Deal successfully closed
Plus: 'Closed Lost' and 'Wachtend' for special situations
Real-Time Collaboration Features
Live Team Synchronization
- Pusher WebSockets: Instant updates when teamlids change deal status
- @Mentions System: Tag colleagues directly in deal notes and emails
- Activity Streams: Real-time feed of all deal activities
- Status Change nietifications: Toast nietifications for pipeline transitions
Advanced Deal Analytics
- Deal Velocity: Average time per pipeline stage
- Conversion Rates: Success percentage per stage and agent
- Revenue Forecasting: Pipeline value calculations
- Agent Performance: Individual and team metrics
Deal Management Best Practices
1
Status Transitions
Use updateDealStatus() for status changes:
- Business Rule Validation: System checks if transition is allowed
- Automatic Rollback: Previous status restored on error
- Toast nietifications: User feedback for every status change
- Activity Logging: All changes automatically logged
Tip: The system uses localStorage for stepper tracking and undo functionality.
2
Property Association Management
Advanced property-deal relationship management:
- Multiple Properties per Deal: One deal can have multiple property options
- Interest Tracking: Track client interest per property
- Offer Status per Property: Different offer statuses per property
- Reverse Matching:
getSuggestedDeals()finds deals for new properties
3
Team Collaboration Optimization
Maximize team efficiency:
- Deal Ownership: Primary agent + teamlids
- @Mentions in notes: Tag teamlids for input
- Shared Pipeline View: All teamlids see deal progress
- Activity nietifications: Real-time updates via Pusher
- Next/Previous Navigation:
getNextAndPreviousRoute()for workflow continuity
🎯 Pro Tips for Maximum Conversion
Frequently Asked Questions
How many deals can be active simultaneously?
Tesoro CRM has no limit on active deals. The system is built for enterprise-level usage and automatically scales with your business growth.
Can I add custom pipeline stages?
Yes! The pipeline stages are fully configurable via the deal enum systems. You can add stages, rename them, and set business rules per stage.
search