Leads & pipeline
Pipeline stages
Build stages that reflect the real decisions your leads make, not generic CRM labels.
Pipeline stages
Your stages should mirror how a real buyer or seller moves, not how a software company thinks a pipeline should look.
A simple real estate flow
- New inquiry
- Contacted
- Qualified
- Showing scheduled
- Offer in
- Under contract
- Closed
Warning signs
- Too many stages
- Stages that sound similar
- No clear rule for when a deal moves
If a teammate cannot tell the difference between two stages in five seconds, combine them.