Pipeline Reports
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      How to add a Pipeline

      This article will walk you through adding a prospect to your pipeline.

      1. Login to your ClarityNOW Portal
      2. Click Portal Dashboard
        dashboard
      3. Click Sales Pipeline Untitled design-1
         
      4. Click NewUntitled design (6)

      Contract Information

      1. Contract Date
      Untitled design (1)
      1. Type 
        1. Listing
        2. Buyer Untitled design (7)
      2. Price Untitled design (2)
      3. CommissionUntitled design (3)
      4. What split you will make Untitled design (4)
      5. Primary Source Untitled design (5)

      For more Information on adding a source please click: How to add a source

      Client Information 

      1. Name 
      2. Phone Number
      3. Email Address client info

      Property Information 

      1. Address
      2. City 
      3. State 
      4. Zip Code
      property info

      Pipeline Information 

      1. Status 
        1. Nurture
        2. Appt Set
        3. Appt Held 
        4. Listings Taken
        5. Sold 
        6. Outstatus 

      When you select the status " Listing taken" or "Sold" these transactions will not show up in the active pipelines, you will need to filter transactions by those status' to see them 

       

      2. Pipeline Rating
      pipeline rating

      The pipelines are rated on a 5-10 rating system. A explanation of  what each number represents is available by clicking the "?" 

      2. rating
      3. 3. Check this box if you would like a reminder to follow up with this contact reminder
      4. 4. Choose follow up date 
      5. follow up date

               pick a date

      Select a date you would like a reminder sent to you, you will receive an email and a ClarityNOW notification reminding you to check in with "123 St" on that date 

           5. Click Submit submot