Sales Pipeline Overview

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 Stage
The first stage in the sales pipeline is the Lead Stage. The Lead Stage contains your potential clients who are ready to buy, sell or invest in real estate right now. We like to call these leads "HOT LEADS". Drop your HOT LEADS into the Leads Stage by clicking on the '+ New' button to create a Transaction Card. 

Appointment Stage
Move a card from Lead to Appointment when you have scheduled the first meeting with your potential client. As long as you have appointments scheduled with your potential client, keep the card under 'Appointment'. If you do not have a future appointment scheduled, move the card back to 'Lead'.

Agency Agreement Stage
A transaction card moves to the Agency Agreement Stage as soon as a Listing Agreement or Buyer's Agreement is signed and is in good standing. If the agreement ever expires, the card will need to move back to either 'Appointment' or 'Lead'. 

Under Contract Stage 
When your client enters into a contract, move the Transaction Card to 'Under Contract'. You will keep the card Under Contract until the transaction closes! If the transaction falls through, move the card back to 'Agency Agreement' as long as the agreement is in good standing. 

    • Related Articles

    • Dashboard Overview

      Here is a few need to know items you can find on the Dashboard: Revenue Tracker Located at the very top of your Dashboard, the Revenue Tracker shows either your GCI (Gross Closed Income) or Profit for the current month. You can switch back and forth ...
    • Video Overview of NextMove PRO

      Looking for a quick overview of NextMove PRO? Watch the video below!
    • Task Sequences Overview

      Never feel lost or confused again, thanks to Task Sequences. Think of Task Sequences as a checklist for everything you need to do with your buyer or seller for every transaction stage.   We automatically give you Task Sequences we have created, which ...
    • Email Template Overview

      Ever get tired of writing the same email over and over again? Yeah, us too. That is exactly why we created Email Templates so you only need to write an email once and can use it over and over again.  Email Templates can be found on the Workflows ...
    • Getting Started

      If you are a real estate agent new to NextMove PRO, here are the steps to help you get set up and start managing your sales.  1. Import Your Contacts  One of the first things you should do when getting started with NextMove PRO is to import your ...