Skip to content
Other Data Tables

icon picker
Lead Statuses & Deal Stages

Secondary data tables that are used in the primary Seller and Buyer Leads tables

Modifying the values in any of the above secondary tables will affect those in the primary tables.
Seller Lead Statuses
Lead Status
Description
1
Qualified
Meets our seller criteria
2
Meeting Fixed
Property inspection and discussion with the seller
3
Listing Agreement Sent
Seller needs to e-sign the agreement
4
Listing Agreement Signed
Seller's property will be visible under Homes for Sale and a deal will be created.
5
Does Not Qualify
Does not meet our seller criteria
6
Did Not Agree To Terms
Seller is not happy with our terms of engagement; usually our commission
7
Not Selling Anymore
Seller has put the sale on hold or cancelled it
8
Found A Buyer
Seller has found a buyer elsewhere or through another agent
9
Not Interested
Seller is simply not interested; no reason specified
There are no rows in this table
Buyer Lead Statuses
Lead Status
Description
1
Qualified
Meets our seller criteria
2
Meeting Fixed
Discussion with the buyer
3
Buyer Broker Agreement Sent
Buyer needs to e-sign the agreement
4
Buyer Broker Agreement Signed
Buyer's requirement will be visible under Buyer Requirements and a deal will be created.
5
Does Not Qualify
Does not meet our buyer criteria
6
Did Not Agree To Terms
Buyer is not happy with our terms of engagement
7
Not Buying Anymore
Buyer has put the requirement on hold or cancelled it
8
Found A Home
Buyer has found a home elsewhere or through another agent
9
Not Interested
Buyer is simply not interested; no reason specified
There are no rows in this table
Deal Stages
Deal Status
1
Showings
2
Negotiations
3
Contract Signed
4
Payment Received
There are no rows in this table
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.