The pipeline, from first call to listing
The seven pipeline stages, how cards move, what Saved and Contacted mean, and how the win-rate strip is calculated.
Stages
New, Saved, Contacted, In conversation, Appointment, Listed or Won, Lost. Every property you save or contact becomes a card; the card shows the address, rank, tier, city, last touch and listing agent (on plans with listing agent contact).
Moving cards
Drag between columns, or use the stage menu on the card. Marking a property contacted from the shortlist or property page moves its card to Contacted and stamps the touch. Saved and Contacted in the sidebar open the board filtered to those stages.
Notes and activity
Each card opens the property's Activity tab: notes, contact log, and team comments with mentions. Notes are yours and your team's; they are never used for scoring.
Win rate
The strip above the board shows contacted, appointments and won for the period, and the ratios between them. Growth plans get the same numbers per city and per member in Reports.
List view
Toggle to a table for sorting by last touch, rank or stage. Filters (city, lens, member) apply to both views.
When a property leaves the market
If a listing goes off market, the card stays with a "Withdrawn" chip so you keep the history. If it relists, the property's history timeline shows both events.