When your transaction is ready to move to the next stage in the sales pipeline, you will use the Stage Progress Bar at the top of the Transaction Details Page to move the card.
To move the card:
1. Click on the next stage you would like to move the transaction card to. (Note: it is not possible to skip stages, you will need to go in order)
2. Choose the appropriate date(s) for the stage you are moving to.
3. Click 'Confirm'
And that's it! Your card has now moved to the next stage.
Create a Transaction Card
1. Click on the '+New' button in the top right-hand corner of your Dashboard. 2. Select the transaction type (buyer, seller, outbound referral or other) and enter the property address if you know it. If this client is already in your contact list, ...
Share a Single Transaction Card
When sharing a transaction card with another NextMove PRO user, your account needs to be connected to the other user's account already. To make sure the two of you are already connected: 1. Click on the 'Team' tab in the side menu bar. 2. Look for ...
Add Source to Transaction Card
To add a source to a transaction card: 1. Open the transaction card 2. On the transaction details page, click on the source field. 3. Select the source you would like to use from the dropdown list. 4. Click 'Save' at the top left corner of the ...
Sales Pipeline Overview
When logging in to NextMove PRO, the first thing you are going to see is the Sales Pipeline. Think of the Sales Pipeline as your virtual whiteboard to keep track of all of your current business. Let's go over each of the Sales Pipeline Stages: Lead ...
How to Use Mentions
If you need to draw a user's attention to a certain transaction, you can use the @mention feature. How to use the @mention feature You can mention a user when posting a comment under the 'Activity' box on a transaction. To mention someone, -type in ...