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Pipeline - BETA

  • Updated

The Pipeline Kanban Board serves as a tool for visualising and managing your pipeline of prospects and appraisals. Outlined below is a step-by-step guide to effectively manage and utilise your pipeline.

All appraisals will be listed in the Pipeline as Unassessed. However, prospects will only populate if either the Temperature or Expected Sale date field is selected. More information on adding pipelines can be found in the Adding a Pipeline (Expected Opportunity) knowledge article. 

Contents:

Step by step (Pipeline Overview)

1. Click on Pipeline within the menu 

2. This will populate all added pipelines based on temperature forecast (Unassessed, cold, warm, or hot)

3. Using the dropdown, as outlined here, we can toggle between dashboards (Temperature Forecast or Timeline Forecast)

If viewing the Temperature Forecast, we have the option to drag a drop pipelines between the silos (Unassessed, Cold, Warm, or Hot), to update the temperature on the property pipeline automatically. If viewing the Timeline Forcast, we have the option to drag a drop pipelines between the silos (Months), to update the expected List Date to the corresponding month. If unassessed, it will default the list date to the 1st of the corresponding month.

4. To view and manage a pipeline, click on the pipeline tile

5. This will then populate the property, owner(s), pipeline information, and the last five notes recorded against each owner

6. From here we can view & update the below: 

  • Click on the property address to view the property card
  • Click on the owner to view their contact card
  • Update any pipeline details 
  • Record a note against the contact/owner(s)

Note: If multiple owners are attached to the property, we can select which owner to record the note against using the dropdown below.

Alternatively, you can use the quick action on the pipeline tile to add a contact note, view the property or contact/owner, or withdraw or remove the appraisal/prospect. 

Pipeline Functionality

Changing Pipeline board view and applying date filter

We can switch between pipeline boards (Temperature Forecast or Timeline Forecast) by selecting the dropdown below: 

The timeline forecast will populate pipelines within the selected month based on the expected list date. If no date has been applied, it will automatically populate the pipeline as Unassessed.

We can also filter our pipelines based on expected listing or sale date as shown below. 

Toggling other users' Pipelines

Depending on access settings, we provide the option to view other users' pipelines. This is typically provisioned for teams that need access to view and oversee pipelines collectively. To access other users' pipelines, you will need either of the below User Management settings applied: 

  • Users with global Read Only for properties ticked, will see the full list of staff in the dropdown
  • PA users will see agents/users they are PA to, and/or all staff if they have global Read Only for properties ticked

Should you have any of the above access settings, you have the option to view other user(s) pipelines by clicking your profile and ticking the desired user(s). 

Pipeline Widget (MRI Vault App)

Within the MRI Vault App, we have the option to display, track, and manage pipelines via the Pipeline widget. This widget can be toggled on the dashboard by going into Settings > Dashboard > Arrange Widgets > Toggle Pipeline.

We can update the pipeline view by clicking on the dropdown and selecting the desired option. By clicking into the pipeline itself, we also have the option to view and update the property pipeline details or directly open the property.

Workflow

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