Pipeline & Deals
Pipeline is where your deals live. It has two lanes — Leads and Active Listings — and each runs its own stages, because qualifying a lead and closing a listing are not the same process.
The board
Navigate to Pipeline from the sidebar.
Each lane is a horizontal band with its own stage columns, its own deal count and its own total value in flight. Collapse a lane with the caret in its header when you want to focus on the other one.
Lanes are separate because their stages are different. Leads runs New Lead → Contacted → Qualifying → Proposal; Listings runs Draft → Listed → Under Contract → Due Diligence. They were never two halves of one board.
Reading the colours
Within a lane, stage colour runs from neutral to that lane's colour as a deal advances — warm brown for Leads, green for Listings. The further right and the stronger the colour, the closer a deal is to done. Colour tells you distance travelled, not which bucket something landed in.
Stages that end a deal are marked terminal. Won, Lost, Closed and Withdrawn are terminal by default. Terminal columns sit narrower at the end of the lane, and deals in them are excluded from your in-flight totals — a deal closed last year should not still be counted as pipeline.
Moving deals
Drag a card between stages, or drag it into the other lane. A lead that turns into a listing, and a listing that falls through and goes back to nurturing, are both ordinary moves — there is no confirmation step, because they happen constantly.
The ⋯ menu on any card also offers Move to Leads / Move to Listings, Open property, and Archive deal.
The table
Switch to Table in the top bar for the same lanes at row density.
Rows group under lane headers carrying the same counts and totals as the board. Sorting happens within a lane, so it never mixes them back together.
- Lane and Stage are dropdowns. Reclassifying a batch of deals is faster here than dragging them one at a time. Changing the lane moves the deal to the first stage of its new lane.
- Value and Units are editable in place. Click, type, press Enter or click away. Clearing a price leaves it blank rather than setting it to zero, and price per unit is recalculated whenever either number changes.
- Tick rows to select them, then move the whole selection to a lane at once.
- In stage and In pipeline are both sortable. Sort by In pipeline to surface deals that have been going nowhere for a long time regardless of how recently they moved.
The numbers along the top
- Total in flight — combined value of every non-terminal deal.
- Closed — value and count of deals that reached a winning terminal stage.
Two clocks
In stage counts from the last time a deal changed stage. Editing a price, renaming a deal or adding a note does not reset it — only an actual stage change does.
In stage can be corrected. Click the figure in the table and type the number of days. That moves the stage clock rather than storing a number, so a deal corrected to 5 days reads 6 tomorrow — which is what anyone means by days in stage. Changing the stage resets it to zero, as it always did.
In pipeline counts from when the deal was created and never resets, including when a deal crosses between lanes. A deal that has been round the loop from lead to listing and back will show a short time in stage and a long time in pipeline. That gap is usually the thing worth looking at.
Brokers
A deal records who is working it on each side — listing brokers and buyer brokers — alongside the buyer and seller themselves. Open a deal and use the edit pencil on the summary card.
The broker picker offers your own colleagues first, under Team members, above your contacts. Anyone in your organisation appears there whether or not they have a contact record; choosing one creates it. That is why your own agents are selectable without first being entered as contacts.
Brokers appear on the deal card and in a Brokers column in the pipeline table, showing the people rather than the firm — the brokerage is in the tooltip, because the person is who you call.
The Broker Company field offers your own firm first, marked Your Organization, above the companies in your CRM.
Configuring stages
Go to Settings → Pipeline to manage the stages in each lane. You can add stages, rename them, reorder them, set their colour, mark them terminal, and attach default tasks that are created whenever a deal reaches that stage.
Marking a stage terminal tells Everre the deal has ended there. Terminal deals drop out of your in-flight totals, and terminal columns sit at the end of the lane rather than taking equal space with live work.