Pipeline

The Pipeline shows your contacts by stage, such as New Lead, Active Client and Under Contract, so you can see where everyone is and move them along.

Contacts and Deals

The Pipeline page has two boards, with Contacts and Deals buttons at the top. Contacts is the board described below. Deals shows your deals by stage. Deals used to have a page of their own in the sidebar, and an old link to it still lands on the Deals board.

The Deals board works like this:

• A button with the pipeline's name switches between your deal pipelines, such as Buyers and Sellers. Each pipeline in the list shows how many deals it holds. Owners and admins also see Manage pipelines there, which opens the pipeline settings. Yapii remembers the last pipeline you looked at on that computer.
• Each column is a stage and shows its deal count and, when the deals have prices, their total. A deal whose stage no longer exists sits in an Unplaced column, so it is never lost.
• A deal card shows its name, its price if it has one and when it last changed. Drag a card to another column, or use the move icon on the card, to change its stage. Click the name to open the deal and its files.
• New deal asks for a Deal name or address and an optional Value. The deal starts in the first stage of the pipeline you have open.

A contact's page lists its deals on a Deals card, and Open the deals board there goes to this board.

Board and list

• Board view: a column for each stage. Every contact is in a stage, so a No stage column shows, first, only while a contact without one is still left. Each card shows the contact's name, email, lead type, IQ score, next follow-up (red when overdue) and whether you can reach them by email, text or phone. Each column shows 20 cards and scrolls on its own. Scroll down inside a column, or click + N more, and the next 20 load. An Open ... in list button at the bottom of a long column shows that whole stage as a list instead. The count at the top of each column is the full number of contacts in that stage.
• List view: a searchable table you can sort by name, stage, type, IQ score or follow-up date.

At the top you can filter by stage, lead type and, in team workspaces, by who a contact is assigned to. You can also sort the board, for example "Best score first" or "Follow-up due first".

Yapii remembers your view and sort choices on that computer.

Moving a contact

Drag the card to another column. The change is saved immediately, and you have 10 seconds to undo it.

Moving a contact to a new stage can set other things in motion, such as:

• starting or stopping a sequence your workspace has linked to that stage;
• starting milestone reminders when a contact goes Under Contract.

When Claire books an appointment, she moves the contact to your own appointment-set stage (the one named like Appointment Set in your pipeline) if it is still in an early stage, such as New Lead, Attempting Contact or a nurture stage. She never moves a contact out of a Do Not Contact or dead-end stage, or back from a later stage like Under Contract, and if your pipeline has no such stage she leaves the contact where it is. A move you or your CRM made first wins.

Changing the stages

A workspace has one set of stages, the same for everyone. Every contact is in one of them: a contact that arrives with no stage is placed in a starting stage, usually New Lead, and a stage cannot be cleared on a contact, only changed to another one. A new workspace starts with ten stages: New Lead, Attempted Contact, Nurture, Appointment Set, Active Client, Under Contract, Closed, Lost, Listed (Not With Us) and Trash. An existing workspace keeps the stages it already had, and an owner or admin can add Listed (Not With Us) to it by hand with exactly that name.

Moving a contact to Listed (Not With Us) starts watching their home's listing. When it expires, is canceled, sells or goes off the market, the contact's agent (or the owner, if there is none) gets an inbox notice and an email. The watch works only where the Expired Listings Monitor is switched on for your workspace.

• Edit workspace stages is for owners and admins. It opens a window where you add, rename, reorder and remove stages. Other members see the stages but cannot change them. The board and the window show your saved changes right away.
• Someone who set up stages of their own in the past sees Use workspace stages instead. It puts them on the workspace's stages and asks where to move any contact sitting on a stage the workspace does not have.
• If you remove a stage that still has contacts in it, Yapii asks where to move them first. A stage you remove stays removed: a later Follow Up Boss stage sync does not bring it back.
• Stages that came from your CRM show a from CRM label.

In the same window each stage is set to In the funnel or Outside the funnel. Yapii suggests one from the stage's name, and says Suggested from name beside it. If you change it, the label reads Changed. A line at the top counts how many of your stages are in the funnel. The setting only decides how the stage is drawn on the Dashboard's Pipeline Funnel (see below).

When you change a contact's stage, the choices are the workspace's stages.

The Pipeline Funnel on the Dashboard

The Pipeline Funnel card on the Dashboard draws your stages as a stepped, blue funnel, in the order of your own stages. It follows the stages you set up, so renaming, adding or removing one changes the funnel. A stage set to In the funnel is a step, with its contact count beside it. Stages set to Outside the funnel, such as Trash or Do Not Contact, are listed under it as Outside the funnel. Click a stage to open the contacts in it. The bar widths use a log scale, so a small stage still shows next to a large one, and the note on the card says so. The percentage between two steps is today's count in the next stage divided by today's count in this one. It is not a conversion rate and can pass 100%. A long funnel shows its first steps, and Show all with the number of stages offers the rest.

Pipeline or Transactions?

The Pipeline tracks contacts. Deals under contract, with their documents, checklists and key dates, live in Transactions (an add-on).