Tracking Opportunities

The pipeline is your shared view of every active opportunity. As soon as a deed event matches an active campaign, an opportunity is created — and your team works it to a result.

What's in an opportunity

• The original deed event (address, owner, sale price, instrument type, recording date)
• Every outreach touch (channel, template, send time, response)
• Stage and assignee
• Notes and tasks added by your team
• Outcome when closed (won / lost / disqualified) with a reason code

The default stage flow

New → Contacted → Conversation → Appointment Set → Quoted → Closed (Won/Lost)

You can edit stages from Settings → Pipeline to match your sales process — add stages, rename, or merge.

Working the pipeline

• Filters — by territory, campaign, stage, age, and assignee.
• Saved views — your common filters as one-click buttons.
• Bulk actions — re-stage, reassign, or close in bulk.
• Stale flags — opportunities idling in a stage past your defined SLA are flagged automatically.

Two principles that make pipelines work

1. Move stages quickly. A stale opportunity in the wrong stage is invisible. Train your team to advance or disqualify within 48 hours.
2. Disqualify out loud. When something isn't a fit, mark it lost with a reason code. The reason codes are what reshape your campaign triggers next month.