Client needs evolve — and your CRM should keep up. Whether your lead has transitioned from buyer to seller, or you simply need to correct an input, BrokerBlocks makes it effortless to update a contact's Opportunity Type. With just a few clicks, you can keep your client data organized, accurate, and aligned with every stage of their real estate journey.
🧭 How to Change an Opportunity Type
Follow these quick steps to update a contact's opportunity type in BrokerBlocks:
Open your BrokerBlocks app
Find the contact you want to update in your lead list
Click the three-dot menu (⋯) next to the contact's name
Select Edit to open the contact's details panel
Locate the Opportunity Type field at the top-left of the panel
Choose the new type — 🏡 Buyer or 🏠 Seller
Click Next, then Submit to save your changes
✅ When to Update the Opportunity Type
When a client's role changes from buyer to seller, or vice versa
When you need to correct a previous entry or data error
When you manage both transactions (buying and selling) for the same client
Keeping the Opportunity Type accurate ensures that every Touchpoint, timeline, and insight in BrokerBlocks is perfectly tailored to your client's actual journey.
📌 Pro Tip: Accuracy Drives Better Service
An up-to-date Opportunity Type means your communication, reminders, and Rapport Builder insights all stay relevant and personalized — so your client enjoys a seamless, professional experience at every step.
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.