You can use ClientLook to track your pipeline of deals to keep you continuously focused on making more money. This works for every type of deal including listings, requirements and more.
When editing a deal, look for the Opportunity section. This is where you'll specify values for:
Sales Stage. Choose from our standard list of create your own stages.
Probability of Close. Indicate when this deal is projected to close.
Deal Value. Specify your commission or any other value you choose.
Projected Close Date. Drive yours sales efforts
When viewing a deal, look for the Opportunity section in the Overview tab. It provides instant access to the fields you've completed.
Here are some other helpful tips for managing your deal pipeline:
Choose an appropriate Sales Stage for deals that you lose or that don't close, and be sure to save them. Over time this generates valuable intelligence about your win/lose ratio.
Use the Probability of Close to discount opportunities appropriately. When computing the true value of a deal, multiply the Probability of Close and the Deal Value. Spend your time on those deals that will deliver the highest value - after accounting for probability.
Some brokers like to specify the value of the entire deal in Deal Value, while others prefer to enter their commission split. It's up to you, but be consistent and stick with one way or the other.
When you navigate to the Deals module, your deals will be displayed in a pipeline view. Sort by Close Date to keep your eye on pending opportunities.