Portfolio Management Tools

CRM Pipelines

LandGate CRM Pipelines.mp4

2. Click on the + icon to create a new CRM Pipeline

3. Name the Pipeline by clicking in to the Pipeline Name: field

4. Name a Stage by clicking in to the Stage Name: field

5. Click on the color block square to open the color scale to choose a new color or further customize by inserting a Hex color code

Add or Remove Stages 

Apply a Pipeline to a portfolio 

After creating a CRM Pipeline, the pipeline can now be applied to a Portfolio.

2. Click the CRM Pipeline drop-down and select which Pipeline to apply to the portfolio

2. Once a Pipeline is applied, the Stage column will populate with a dropdown option 

3. Click on the dropdown in the Stage column to apply a stage to a parcel

PowerCRM Salesforce Connector

All-In-One Land Management Web App