Manage clients and deals
Add leads, track them on a board, and open full client profiles.
What this is
A client (or lead) is someone interested in buying, selling, or renting.
The pipeline is a board with columns like New, Contacted, and Closed. Each card is one deal moving toward a sale.
Use Export on the clients page to download a CSV of your leads. Open CRM → Clients → Deals for a table of sale and rent deals.
UI path: Sidebar → CRM → Clients
What this motion shows
1. Open CRM → Clients. 2. Click Board view. 3. Grab a card in the New column. 4. Drag it to Qualified. 5. The card stays in the new column. The stage updates on the profile too.
Steps
Open clients
Click CRM → Clients in the sidebar.
Add a new client
Click New. Type name, phone, and email. Pick a source (website, referral, etc.). Save.
Switch to board view
Click Board at the top. Find your new client as a card in the first column.
Move the deal
Drag the card to the next column when you make progress — or open the profile and change Stage from the dropdown.
Export leads (optional)
On CRM → Clients, click Export to download a CSV of your current leads (office-scoped when Multi-Office is on).
Review deals
Open CRM → Clients → Deals to see sale and rent deal terms linked to clients.
Log activity
On the client profile, add a note or task so your team knows what happened last.
Expected result
Every lead has a profile and a stage on the board. You always know who to call next.