How do I track leads by pipeline stage in the CRM of my IDX solution?
In your CRM, you can track your leads’ stage in the business development pipeline and gauge the health of your sales funnel.
You can access your CRM by logging in to your IDX.
Once you log in, select the CRM tab and the dashboard will load.
CRM is an add-on feature for our IDX solution. Contact your account manager to learn more about adding this feature.
Navigate to the Lead List tab to the left.
Updating an Individual Lead’s Pipeline Status
Navigate to a specific lead’s record page by selecting the lead you want to check.
At the top of all lead record pages is an interactive pipeline status bar.
Select any stage on the bar to set your lead’s pipeline status.
The stages in the pipeline are: Un-contacted, Attempted Contact, Nurturing, Dead, Under Contract, and Closed.
You can change a lead’s status to any stage at any time, and revert to a previous stage in the pipeline if desired.
Filtering Leads by Pipeline Status
Navigate to the leads and select the "Filters" button.
Select a filter criteria “Pipeline Stage” and select which stage(s) you want to filter by.
Click “VIEW (#) LEAD” to see all leads that match the lead stages you filtered by.
Reviewing Your Overall Sales Pipeline
On your CRM dashboard, you can review the “Pipeline Status” funnel chart to understand the distribution of your leads by pipeline stage.
Hover over each section in the “Pipeline Status” chart to see what percent of your leads are in each individual pipeline stage.
The “Pipeline Status” chart displays the total number of leads in each of the following stages:
- Attempted Contact
- Under Contract
- Closed (YTD)
Note that “Dead” leads are not included in the chart, and only leads closed in the current year to date are counted in the “Closed (YTD)” section.
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