The Pipeline is where you can view your business progression. You will see A-Leads, Actives, Backup & Pending, Closed, Closed Leases, & Misc. Transactions on this page.
You can use the Filter Button to choose to filter by Yearly (current year), Quarterly, Monthly, Weekly, or Previous Years by clicking the appropriate button or by selecting a custom date range. These Filters will show only CLOSED Transactions during the selected time.
The default view is Current Pipeline - this shows all of your Transactions since the beginning of the Calendar year to include A-Leads, Actives, Backup & Pending, Closed, Closed Leases, and Misc. Transactions (usually a referral fee).
A-Leads: A-Leads are contacts that you expect to do business within the next 7-10 days. These are contacts that you've added to your database, selected as an A-Lead and have created a “Potential Deal” for. A-Leads remain in this section until you have removed them. You can remove them completely by selecting the (X) on the same line as their name; this will clear them from the Pipeline and delete the “Potential Deal” in their contact information.
Active, Pending, and A-Leads Transaction Info can be edited by using the Edit Icon.
Active & Pending Financial Info can be edited by using the Edit Icon.
You can request a property be added to your pipeline by using the Add Button on the top right of this page.
Please enter your new contact details below
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