Pipelines

Managing Opportunities

Learn how to work your pipeline board every day — drag deals between stages, open opportunity details, mark wins and losses, and filter your view.

1

The Kanban Board View

The Kanban board is your daily command center. Every open deal is a card, and every stage is a column. Moving a card moves the deal.

  1. Go to Opportunities in the left sidebar. The Kanban board opens by default.
  2. Each column is a stage. Cards in that column are deals currently at that stage. The number at the top of each column shows the count and total value of cards in that stage.
  3. Each card shows: contact name, deal value, and the number of days the card has been in the current stage.
  4. Drag a card from one column to another to move the deal to a new stage. Jtek logs the stage change in the contact's activity timeline automatically.
  5. Cards that have sat in one stage too long will turn orange or red depending on your "Rotting Days" setting. This is a visual signal to follow up.
  6. Switch to List View using the view toggle at the top right if you prefer a sortable table instead of the Kanban board.
💡Daily habit: Open your pipeline every morning and scan for red (rotten) cards. Contact those leads first. This single habit can dramatically improve your close rate.
app.jtek.pro/opportunities — Buyer Pipeline
NEW LEAD (2) $840k
Maria Santos
$480k · 2d
Tyler Walsh
$360k · 🔥 8d
SHOWING (1) $520k
Dana Kim
$520k · 4d
UNDER CONTRACT (1) $620k
Priya Nair
$620k · 12d
2

Opening an Opportunity

Clicking a card opens the full opportunity detail view — a central hub for everything about this deal, including the contact's info, notes, activity, and tasks.

  1. Click any card on the Kanban board to open the opportunity detail panel on the right side of the screen.
  2. The top section shows the opportunity name, value, current stage, close date, and assigned user.
  3. The Contact section below shows the linked contact's name, email, phone, and tags. Click their name to jump to the full contact record.
  4. The Activity section shows a timeline of all interactions — messages, calls, notes, and stage changes related to this deal.
  5. Notes tab: Add deal-specific notes here. Example: "Client saw 3 homes on March 29, liked the Hyde Park listing best. Wants to come back for a second showing."
  6. Tasks tab: See and create follow-up tasks tied to this opportunity.
  7. Edit opportunity details by clicking the pencil icon next to the value or close date field.
💡One-click communication: From the opportunity detail view, click the phone icon to call or the message icon to text the contact — without leaving the pipeline screen.
app.jtek.pro/opportunities — Dana Kim deal
Dana Kim — 78704 Buyer
Showing Scheduled · 4 days in stage
$520,000
Close Date
Aug 15, 2026
Assigned To
You
DK
Dana Kim
dana.kim@email.com · (512) 555-0294
📞💬
3

Updating Opportunity Status

When a deal concludes — whether it closes, falls through, or goes cold — update the status to keep your pipeline clean and your reporting accurate.

  1. Open the opportunity by clicking its card on the board.
  2. To mark as Won: Drag the card to your "Closed Won" stage, or open the opportunity and click "Mark as Won." Jtek will prompt you to confirm the final value and close date.
  3. To mark as Lost: Click "Mark as Lost" from the opportunity detail view. A dropdown will ask for the lost reason — "Price", "Timing", "Chose Another Agent", or a custom reason you define. This feeds your Lost Analysis report.
  4. To mark as Abandoned: Use this when a lead goes completely cold and unresponsive. It removes them from your active pipeline view without deleting the contact.
  5. What happens to the contact when you mark Won: The contact remains in your system. The deal is archived with full history. Jtek can trigger a "Closed Won" automation (e.g., send a congratulations message, request a review).
  6. Closed deals appear in your reporting under Opportunities → Reports where you can track revenue by month, close rate by source, and average deal size.
⚠️Do not delete lost deals: Marking as Lost keeps the data for reporting. Deleting removes it entirely. Always use "Mark as Lost" — it is one of the most important data points for improving your business over time.
app.jtek.pro/opportunities — Update Status
Update Opportunity — Priya Nair
🎉
Mark as Won
Deal closed successfully
❌
Mark as Lost
Deal did not close
⏸️
Abandoned
Gone cold / unresponsive
4

Filtering Your Pipeline

When you have many deals, filters help you focus on the right ones. Filter your pipeline by assigned user, value range, date range, or source.

  1. Click "Filters" at the top of the pipeline board. The filter panel will slide open above the board.
  2. Filter by Assigned User — if you have a team, switch between agents to see only their deals. This is the most common filter for team leads.
  3. Filter by Value Range — show only deals above $400k, or deals between $200k and $400k. Useful for prioritizing higher-value opportunities.
  4. Filter by Date Range — show deals created this month, this quarter, or within a custom date range. Useful for monthly pipeline reviews.
  5. Filter by Source — show only Zillow leads, or only referrals. Helps you understand which lead sources are performing.
  6. Multiple filters combine with AND logic — each filter narrows the view further.
  7. Click "Clear Filters" to reset to the full board view.
💡Team lead view: Set up a saved filter for each agent on your team. Before weekly check-ins, pull up each agent's filtered view to review their pipeline together. This makes 1:1 meetings much more focused.
app.jtek.pro/opportunities — Filtered View
Jtek
Contacts
Opportunities

Buyer Pipeline

Filters (3 active)
Assigned: You × Value: $400k+ × Created: This Month × 3 deals · $1.62M
SHOWING
Dana Kim · $520k
CONTRACT
Priya Nair · $620k
CLOSED WON
Alex Lin · $480k ✓
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