This article will walk you through adding a prospect to your pipeline.
- Login to your ClarityNOW Portal
- Click Portal Dashboard
- Click Sales Pipeline
- Click New
Contract Information
- Contract Date
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- Type
- Listing
- Buyer
- Price
- Commission
- What split you will make
- Primary Source
For more Information on adding a source please click: How to add a source
Client Information
- Name
- Phone Number
- Email Address
Property Information
- Address
- City
- State
- Zip Code
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Pipeline Information
- Status
- Nurture
- Appt Set
- Appt Held
- Listings Taken
- Sold
- Out
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
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The pipelines are rated on a 5-10 rating system. A explanation of what each number represents is available by clicking the "?"
- 3. Check this box if you would like a reminder to follow up with this contact
- 4. Choose follow up 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