Lead Journey

The Lead Journey tab shapes how a lead moves on its way to a sale. Open Settings, then Client Relations Manager, then Lead Journey. It has two cards: Pipelines, the stages each market's leads pass through, and Status Names, what your lead statuses are called.

Pipelines

A pipeline lays out a market's leads as cards on a board, one column per stage. Each market has its own pipeline. It needs the Manage Lead Pipelines right and at least one market.

With All Markets picked in the header, the page lists every market with its pipeline: Not Set Up, Board On or Board Off, and Open or Set Up. Pick a market in the header (or open one from the list) to work on its pipeline.

Setting One Up

1. Pick the market and choose Create A Pipeline.
2. Add A Stage for each step a lead goes through, such as "New", "Contacted", "Appointment Set".
3. For each stage, click its name to rename it, pick a Colour (or Use Brand Colour), and choose what it Reports As: every stage reports as one of your lead statuses, so reports stay comparable. On a mortgage market a stage can also set the Loan Status.
4. Drag a column by its handle to reorder, or use Move Left and Move Right in its menu. Put In A Section groups neighbouring stages under one heading on the board, such as "Working" or "Closed". Remove Stage takes one away.
5. Turn the board on when it is ready.

The Board Switch

Show This Pipeline As A Board In Leads:

• On: members who can see Leads get a board with a column for each stage, and can move leads between them.
• Off: nobody sees a board. Leads keep the list they have today while you set the stages up.
• Example: keep it off while you name the stages, then turn it on for Monday's team meeting.

Show Leads Created From sets how far back the board reaches. Older leads stay in Lead View. An earlier date can make the board slower; more than a year back, the page warns you.

Deleting A Pipeline

Delete Pipeline removes its stages and the places leads held on the board. The leads themselves, and their statuses, do not change.

Status Names

Your team may say "Voicemail Left" where Kamo says "Left Message". A status name changes what everyone in your organization reads, across the whole organization (not per market). It needs the Manage CRM Settings right.

• Statuses are grouped under their families (Fresh, Reckoning, Farm, Grim and Void), with their sub-statuses underneath. Open a family to see them.
• Click a status's name and type what your team calls it. Leave it empty to keep the usual name.
• How It Reads shows a sample lead with the name you point at, so you can see it before saving.
• Each renamed status has its own button to go back to the usual name, and Reset All puts every name back at once.

Only the name changes. The status itself, its icon, and anything that depends on it stay the same. You can't add, remove or reorder statuses; see Lead Status vs. Sub-Status.