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Step-by-step guides, walkthroughs and answers to common questions about DealSherpa, DealFuse and DealSign.
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How the pipeline boards workOpen CRM Pipeline. Lead Management holds New, Nurture, Cold, Warm and Hot. After you set an appointment, move the lead to Acquisitions; once it's under contract, move it to Transactions. Use the › arrow to see the rest of the board.Your DealFuse workflow, step by step→Add a new leadOn the CRM Pipeline click Add New Card, then "create a new lead". Type the seller and property, choose the board and the category, and click Create Lead.Your DealFuse workflow, step by step→Work your to-dos from the pipelineOn the CRM Pipeline click Filters, pick yourself under Assigned to, and tick "To-do due today or overdue". The board shows only the leads you owe a call.Your DealFuse workflow, step by step→Bring your leads over from another CRMGo to DealFuse → Leads → Import from another CRM and drop in the CSV your old CRM exports. Check the column matches, then click Import. Stages, tags, notes and to-dos come across on the same dates.Your DealFuse workflow, step by step→Move deals along in the CRM PipelineOpen CRM Pipeline in the left menu. Each lead is a card and each column is a stage, so drag a card to the next column as the deal moves. Lead Management is where new leads start; Acquisitions, Transactions, Wholesale, Flips and Rentals are the other boards.Your DealFuse CRM, step by step→Can't find what you need?
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