This chapter explains how to effectively use the Opportunities section (found in the left-hand menu, often represented by a pipeline icon $, or similar symbol indicating sales or deals) within Close Master. This is arguably one of the most valuable tools for a real estate agency, providing a powerful visual system, commonly known as a "Pipeline" or "Kanban Board," specifically designed to help you track the progress of your potential and active deals – such as listings or buyer transactions – through distinct, customizable stages from the initial lead inquiry all the way to a successful closing. Effectively using Pipelines helps keep your agents organized, ensures no valuable lead or deal gets forgotten, provides clear visibility into your potential revenue stream (commissions), and integrates seamlessly with automated follow-up actions using Workflows. Mastering this section is key to managing your sales process efficiently.
Sections in this Chapter:
- 5.1 Understanding Pipelines: Visualizing Your Listing & Buyer Processes
- 5.2 Creating & Editing Pipelines & Stages (Real Estate Examples)
- 5.3 Working with the Opportunities Board: Managing Deals (Listings/Buyers)
- 5.4 Pipeline Data & Reporting: Measuring Conversion & Value
- 5.5 Customizing Opportunity Cards (Displaying Key Deal Info)
- 5.6 Understanding Multiple Opportunities (e.g., Buyer interested in multiple properties)
- 5.7 Decoupling Owners (If Agent owns Deal, Broker owns Contact)
- 5.8 Importing Opportunities via CSV (Advanced)
- 5.9 Opportunity FAQs (Real Estate Context)