Stay on top of every opportunity, from the first inquiry to a signed contract.
The Appraisal Leads Pipeline is your dedicated space to manage, track, and nurture appraisal requests all in one easy-to-use visual flow.
Whether your leads come in through forms, referrals, ads, or conversations, this pipeline helps ensure no one slips through the cracks.
Here’s how to make the most of it:
"This pipeline guides each lead through a clear, repeatable journey - from first contact to conversion and beyond. It gives you full visibility over your appraisal process so you can focus where it matters most."
Each business may name its stages slightly differently, but here’s a typical flow to get you started:
1. New Leads Appear Automatically
When someone fills out your appraisal form or books online, they’ll be added straight into the pipeline. No manual entry needed!
2. Click and Drag to Move Leads
Simply drag each lead into the appropriate stage as they progress. It’s visual, intuitive, and surprisingly satisfying.
3. Click Into Any Opportunity for Details
Want to check notes, send a message, or book a follow-up? Just click on any contact card to view or update everything in one place.
4. Use Tasks and Reminders
Set follow-up tasks, deadlines, or reminders so nothing gets missed. Stay one step ahead at all times.
Whether you're managing your own leads or collaborating with others, the Appraisal Leads Pipeline keeps everyone aligned, informed, and productive.
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