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Show progress in the pipeline and keep the history
Leads · 60 seconds · Agent
Emma's lead shows Viewing arranged, a useful confirmation note, and the completed confirmation task.
English narration and visible captions. The tutorial uses fictional people and records in a demo agency.
Try it
- When the client confirms, open the lead’s Activity tab and choose Add note.
- Record the agreed time and useful details, then choose Save note.
- Open the stage selector and choose the stage that matches the enquiry’s progress. This demo agency uses Viewing arranged.
- Open Tasks and complete the viewing-confirmation task, because the confirmation is done. The viewing itself is still ahead.
- Check the saved activity and the new stage. Your agency may use different stage names.
Transcript
Emma has confirmed the viewing for tomorrow at ten. Record that progress on her lead. Open Activity and add a short note with the agreed time and any useful detail. Save it, then move the lead to 'Viewing arranged' in your agency's pipeline. Return to Tasks and complete 'Confirm Emma's viewing', because that confirmation is now done. The viewing itself is still ahead. Check the new stage and the saved activity. The stage tells your team where the enquiry stands, while the history explains what was agreed. Keep both current as the enquiry moves forward.