How to Change a Lead's Stage:

Stages are the urgency of a lead to buy/sell, or a categorization of a contact. Use the drop down located in each contact record to change lead stages:

Default Stage Definitions:

  • Leads - Unknown urgency 
  • Hot Prospects - people moving in 1-3 months 
  • Nurture - Moving in 3-12 months 
  • Buyers - Active Buyers who have chosen you as their agent
  • Sellers - Active Sellers listed with you 
  • Pending - Transactions "under contract" or "in Escrow"
  • Closed - recently closed deals
  • Past clients - for staying in touch with your best source of referrals
  • Sphere - The world around you. We'd suggest these be your VIPs- people you may send marketing emails to, and may give referrals to you. 
  • Trash - leads with bad email address and bad phone number. Its like a bin next to your desk you can pull leads out of, not fully deleted.

Creating Custom Stages (Account Owner Only):

The account owner can choose to remove default stages, and/or add additional stages to their account. Here's how that is done.

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