Basics of the Opportunities

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Basics of the Opportunities

This video explains what the Opportunities tab is, who uses it, and how to navigate it effectively.

Who uses Opportunities:

• Closers — rarely, most of your work is done on the Contacts side
• Acquisitions Managers — to track where leads are in the pipeline stages
• Transaction Coordinators — this is where you live, alongside your Tasks

Pipeline Statuses:

• Open — still actively working the deal
• Lost — already sold, wrong number, or dead deal (acquisitions) / signed cancellation agreement (transactions)
• Abandoned — seller changed their mind, memo left in case they come back
• Won — deal is under contract (acquisitions) or closed and funded (transactions)

Your 4 Transaction Pipelines: New Contract, Dispositions, Flipping, and Closing Pipeline

How to Filter:

• Filter by Status to see only what you're actively working
• Filter by Closed Date (e.g. "This Month") to see what's closing soon
• Use Manage Fields to add columns like Days Since Last Stage Change, Exit Strategy, or Closed Date so you can spot stale deals quickly

Tips:

• If a deal hasn't moved in 70+ days, go in and diagnose what's holding it up
• Most acquisition data also populates on your dashboards — you don't have to live in Opportunities for that
• The most important fields on any card are from Property Info and up