A quick word on wording. A pipeline is the container. A lead is the record inside it, and that is what you create. You will hear “deal” used loosely for the same thing, including in the Active Deals pipeline name, and that is fine. They are the same record.
Where to find them
- Deals → Pipeline shows the board, where you drag a lead from one stage to the next.
- Deals → All deals & leads shows the same work as a list, one row per lead.
- Deals → Commissions is where closed business turns into money owed. See Closing and commissions.
Creating a lead
Click + New in the top bar and choose New Lead. You pick the contact first, then the intake form opens for that type of work. Building a lead from a contact rather than from scratch is what keeps the call history, notes, and property attached to it.What a lead holds
- Property address — the specific property tied to the work
- Contact — the seller, buyer, or tenant it belongs to
- Stage — where it sits in its pipeline
- Value — the size of the transaction
- Notes — your own free text
- Activity — the running history of calls, texts, emails and updates
The stages
All three pipelines run the same shape, so you only learn it once: New → Active → Under Contract → ClosedRead next
Sellers and Buyers
Create and manage leads for seller listings and buyer prospects.
Tenants
Track tenants looking for space, including size requirements and lease budget.
Moving through stages
What each stage means and what has to be true before you move.
Closing and commissions
Mark a deal closed and record the commission so your Scorecard stays current.