Build your kanban with custom stages

The kanban is the heart of the CRM. The platform ships a default pipeline, but the stages belong to your brokerage: you create, rename, recolor and reorder them from settings. Whoever runs the brokerage edits them, not each agent.

Create and order your stages

• Your pipeline caps at SIX stages and needs at least three. The default already ships with six, so to add one you have to remove another: the constraint is the advice.
• Three stages can never be deleted (the starting one, Closing and Lost) but they can be renamed, recolored and moved around.
• You also cannot delete a stage that still has active leads in it. The platform stops you and asks you to move them first.
• Every stage is written in Spanish and in English; a "Translate with AI" button saves you writing it twice. A realtor using the platform in English sees the English name.
• Define what entering each stage means: a concrete action, not a feeling.
• The ORDER matters more than it looks: it is where each lead's score comes from, and the score is where its temperature comes from. That is lesson 06.

Fewer stages, more clarity

The temptation is to create a column for every nuance. The platform takes it off your hands: six is the cap, and the default pipeline already spends them all. That constraint is not there to annoy you: a kanban nobody keeps current lies, and nobody keeps fifteen columns current. Start with the stages that truly change what you do with the lead.