Lesson 02 · 6 min 6 min
Build your kanban with custom stages
Define your process stages, not a generic tool's.
The kanban is the heart of the CRM. The platform ships a default pipeline, but the stages belong to your brokerage: you create, rename and reorder them from settings, and your own stages behave exactly like the built-in ones.
Create and order your stages
- Create, rename and reorder the stages of your pipeline.
- 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 04.
Fewer stages, more clarity
The temptation is to create a column for every nuance. Resist: no one keeps a fifteen-column kanban current, and an out-of-date kanban lies. Start with the stages that truly change what you do with the lead.
Tip: Start with fewer stages than you think. Adding one is easier than cleaning up ten.