Leads and pipeline
Track every lead, move deals through stages and never miss a follow-up.
7 articles
- Add and organize leadsAdd leads by hand or let them come in on their own, then find the right ones with views, filters and saved views.
- Bring in leads from Zillow, Realtor.com and adsConnect the places your leads come from, so new ones arrive on their own, are matched to people you already have, go to the right person and can get a text in seconds.
- Add your own fields to leadsKeep the details your business runs on, like a pre-approval amount or a lender, on every lead, and use them on the Leads list, in imports, on forms and in messages.
- Keep files on leads and dealsAttach contracts, disclosures, photos and documents to a lead, its closing tracker or a checklist step, and find them again in seconds.
- Move deals through your pipelineDrag deals between stages, close them as won or lost, change your stages and win rates, and run more than one pipeline.
- Track a deal from contract to closingOnce a deal is under contract, its closing tracker keeps the key dates with reminders, the checklist, everyone on the deal and your commission in one place.
- Never miss a follow-up with tasks and Start my dayTurn every promise into a task with a due time, then clear your day one item at a time.