Pipelines

Creating Your First Pipeline

A pipeline gives you a visual board of every deal in progress. Set it up once and you will always know exactly where every lead stands.

1

What Is a Pipeline

A pipeline is a visual Kanban board where each card represents one deal (called an Opportunity), and each column represents a stage in your sales process.

  1. Each card = one opportunity. An opportunity is a potential deal attached to a contact. It has a value, a close date, and a stage.
  2. Each column = one stage. Stages represent where a deal is in your process — New Lead, Contacted, Showing Scheduled, Under Contract, Closed.
  3. Drag cards between columns as deals progress. When you move a card, Jtek logs the stage change in the contact's activity timeline automatically.
  4. The pipeline total shown at the top of the board sums the value of all open deals. This is your active GCI (gross commission income) forecast.
  5. Most real estate agents run two pipelines: one for buyers and one for sellers. Some add a third for rentals or commercial.
  6. Pipelines are shared across your team. Every user can see all pipelines unless you use assignment-based filtering.
💡Start simple: Build one pipeline first, work it for a few weeks, then add a second. Trying to build everything perfectly on day one leads to over-complicated systems that never get used.
app.jtek.pro/opportunities — Buyer Pipeline
NEW LEAD
Maria Santos
$480,000
Tyler Walsh
$360,000
CONTACTED
Alex Lin
$450,000
SHOWING
Dana Kim
$520,000
UNDER CONTRACT
Drop cards here
CLOSED WON ✓
Drop cards here
2

Create a New Pipeline

Creating a pipeline takes less than two minutes. Here is exactly where to go and what to click.

  1. Click "Opportunities" in the left sidebar. This opens your pipeline board view.
  2. Look for the pipeline name dropdown at the top left of the board, near the page title. Click it.
  3. Select "+ New Pipeline" from the dropdown menu.
  4. Enter a pipeline name. Be descriptive — "Buyer Pipeline", "Seller Pipeline", or "Rental Pipeline."
  5. Click "Create." Your new pipeline appears as an empty board with no stages yet.
  6. Add stages in the next step. The pipeline is not useful until you build out the stages that match your workflow.
💡Pipeline names: If you serve multiple markets, you can have separate pipelines per market — "Austin Buyers", "Dallas Buyers". This keeps your board clean and reporting accurate per market.
app.jtek.pro/opportunities/settings
Jtek
Dashboard
Contacts
Opportunities
Buyer Pipeline ▾
+ New Pipeline
Click here
Create New Pipeline
Buyer Pipeline
Create Pipeline
3

Add Your Stages

Stages are the columns of your pipeline board. They should map directly to how you work deals — from first contact to close.

  1. After creating your pipeline, click "Edit Pipeline" or navigate to Opportunities → Pipeline Settings.
  2. Click "+ Add Stage" to create your first column.
  3. Recommended stages for a Buyer Pipeline: New Lead → Contacted → Appointment Set → Showing Scheduled → Offer Made → Under Contract → Closed Won / Closed Lost.
  4. Recommended stages for a Seller Pipeline: New Lead → Contacted → Listing Appointment Set → Listing Active → Offer Received → Under Contract → Closed Won / Closed Lost.
  5. Keep stages to 6–8 maximum. Too many stages create confusion and cards that never move.
  6. Drag stages to reorder them. The leftmost stage is where new opportunities start.
  7. Always include "Closed Won" and "Closed Lost" as your final two stages. These are required for win/loss reporting.
  8. Click "Save" when your stages look right. You can always add or edit stages later without losing existing opportunities.
⚠️Stage names matter for reporting: Use clear, consistent names. Changing stage names later is fine, but do it thoughtfully — your team needs to agree on what each stage means before moving cards around.
app.jtek.pro/opportunities/settings — Stages
Buyer Pipeline — Stages
⋮⋮
New Lead
⋮⋮
Contacted
⋮⋮
Showing Scheduled
⋮⋮
Offer Made
⋮⋮
Under Contract
⋮⋮
Closed Won
+ Add Stage
4

Add Your First Opportunity

Once your pipeline has stages, add your first opportunity to see it in action. You can create opportunities from the pipeline board or directly from a contact record.

  1. From the pipeline board: Click the "+ Add Opportunity" button at the top of any stage column. This creates a new card in that stage.
  2. From a contact record: Open the contact, click the Opportunities tab, then click "+ Add to Pipeline." Select the pipeline and starting stage.
  3. Enter the opportunity name — this is usually the contact's name or the property address. Example: "Maria Santos — 78704 Buyer."
  4. Set the opportunity value. For buyers, this is the estimated purchase price. For sellers, the listing price. This is used in your revenue forecast.
  5. Set a close date — your best estimate of when the deal could close. This feeds the pipeline timeline view.
  6. The opportunity card appears on the board. Drag it between stages as the deal progresses.
  7. Click any card to open the opportunity detail view — you will see the contact info, all notes, tasks, and activity linked to this deal.
💡Every active lead deserves a card. If you are working a buyer, create an opportunity the moment they express serious interest. A contact without an opportunity card is a lead you are not tracking — and leads you do not track tend to slip away.
app.jtek.pro/opportunities — Add Opportunity
New Opportunity
Maria Santos — 78704 Buyer
MS
Maria Santos
Buyer Pipeline
$480,000
07/31/2026
CancelCreate Opportunity
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