Customizing Deal Pipeline and Stages
Configure your sales pipeline with custom stages that perfectly align with your real estate process, from first contact to successful completion.
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Accessing Pipeline Settings
1
Navigate to Deal Settings
2
Choose Your Pipeline Type
Creating and Configuring Stages
1
Add New Stage
2
Set Probability Percentage
3
Configure Required Fields
4
Set Up Automated Actions
5
Determine Stage Order
Different Pipelines for Sales and Rentals
Recommended Stages for Real Estate
1
Sales Pipeline
2
Rental Pipeline
Pipeline Design Best Practices
Be Careful When Modifying Existing Stages
Frequently Asked Questions
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