Sales Pipeline & Tasks
How to use the Sales Pipeline & Tasks
The pipeline is where a contact becomes a deal. This section covers the stages a lead moves through, the queue that tells you what to do today, the automated follow-up that keeps quiet contacts warm, the lettings version of the same system, and the calendar and tasks that hold your appointments.
In this section
- Sales pipeline and tracking - the six pipelines, how to move a contact between stages, and what the board tells you about your deal flow.
- Daily Action Queue - one screen listing today's actions in order, each with the reason it is there and one tap to act on it.
- Nurture and automated follow-up - keeps past and quiet contacts in touch without you writing the emails, and flags the ones who start engaging again.
- Rentals module: tenants, tenancies and maintenance - the same pipeline idea applied to lettings, plus renewals, rent reviews and maintenance tickets.
- Managing your schedule and tasks - create events, assign them to a colleague, set reminders, and link them to a contact or a property.
- Calendar - the diary view, reminders, and seeing what the rest of your team has booked.
- Syncing your calendar with other apps - two-way sync with Google Calendar, Outlook and Apple Calendar is on the roadmap and is not built yet. The page says so plainly so you do not go hunting for a setting.
Where to start
If you are setting this up for the first time, read Sales pipeline and tracking first so the stages make sense, then open the Daily Action Queue each morning. Everything else in this section layers on top of those two.
Articles
- Sales Pipeline & Tracking How the pipeline boards work: where a lead lands, how the stages move, and which boards cost credits. Lead, Seller and Property pipelines are free. The Buyer pipeline is free for your first 5 leads, then 1 credit each, charged only when you choose to move a qualified lead into it.
- Calendar Never miss a crucial lead. Discover how to streamline your appointments, deploy automated reminders, and maintain total admin oversight of your team’s schedule using our integrated Smart CRM calendar infrastructure.
- Managing your schedule and tasks Master your daily operations by leveraging the integrated Calendar infrastructure. Learn the step - by - step protocol to deploy new events, assign team accountability, set automated notifications, and strategically link essential assets to keep your deal flow flawlessly organised.
- Syncing your calendar with other Apps Two-way sync with Google Calendar, Outlook and Apple Calendar is in development; today the built-in team calendar covers viewings, appointments and reminders instead.
- Daily Action Queue One screen with your actions for today, ordered by what is most likely to make money, each with its reason and one tap to act.
- Nurture and automated follow-up Past clients kept warm automatically: how contacts arrive, the two email streams, Hot-lead detection and the rules that keep it safe. Free.
- Rentals Module: Tenants, Tenancies and Maintenance The Tenants pipeline, the tenancy record that runs renewals, rent reviews and deposit compliance, and maintenance tickets. 50 credits per 30-day period, with a free 30-day trial.