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Lead Pipeline Board in Housing Market CRM — Kanban Overview

Tutorial 19 of 181 · 55 s

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Every lead in Housing Market CRM sits on the Tasks board, a kanban pipeline with five columns: New Task, Showing, Negotiating, Deal Closed and Lost Deal. This tour explains what each column means, what a lead card shows — the title, the contact, the status and the deadline — and how the quick filters for Today, Overdue, Completed and Future Follow Up narrow the board down. We also show the search box, the panels for contacts ready to transact and listings that could do better, and how to open a lead or add a new one straight into a column.

In this tutorial you will learn

  • The five stages of the pipeline
  • What a lead card tells you
  • How to filter the board
  • How to open a lead or add one to a stage

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click Tasks in the left menu.
  3. New enquiries start in New Task.
  4. Then Showing and Negotiating…
  5. …until a lead ends in Deal Closed or Lost Deal.
  6. Each card shows the lead, contact, status and deadline.
  7. Use Overdue to see who is waiting for you.
  8. Or search for a lead.
  9. Use + on a column to add a lead to that stage.
  10. Click a card to open the lead.
  11. The lead record opens with everything about this enquiry.