How to use Pipeline

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All leads are automatically converted into contacts where you can assign a staff member and add them to the pipeline.

Think of your client pipeline as a roadmap. By tracking your client pipeline, you can:

Identify Engagement Opportunities: Focus on nurturing relationships with potential clients.
Prioritise High-Value Clients: Allocate resources effectively to prospects with the greatest potential.
Optimise Client Onboarding: Ensure a smooth and positive experience for new clients.

Stages: PropertyList provides pre-defined stages in a colour-coded chart format:

Contacted: Initial point for all potential clients. Assign staff to the contact, and they will be notified of the new pipeline addition.
Qualified: Verified as a viable lead, gathering detailed information about their requirements.
Viewing: A property viewing has been confirmed or completed.
Deposit Paid: Contact shows strong interest, signing and placing a reservation deposit.
WON: Deal closed and property is under contract.
LOST: Lead decided not to proceed. Dead lead.

Find your “WON” and “LOST” leads in “Contact Pipeline- Table” > “Stage” > Select Won or Lost.

The chart visually displays the distribution of leads, highlighting where most are concentrated and potential bottlenecks.

You can edit the stage by clicking the pipeline contact or dragging it to another column.