Understanding the 8020CRM Interactive Process Funnel
- Mary Morales
- Jan 13, 2025
- 2 min read
Updated: May 12, 2025
Overview
The 8020CRM Interactive Process Funnel outlines the full journey from lead intake to closed transaction. Whether you're in acquisitions, dispositions, or transaction coordination, this visual guide helps clarify where records move and what actions are needed at each step.
Before You Begin
This article is for new and existing users who want to understand how 8020CRM organizes its core workflows. Use the map at the top of the page to follow along with the interactive version.
Why It Matters
Understanding how your data flows through 8020CRM helps you:
Follow a consistent acquisition and transaction process
Align team roles and responsibilities
Trigger the correct automations based on lead, opportunity, and transaction stages
Improve pipeline visibility and reporting accuracy
Stage 1: Leads
This is where all new inquiries, inbound contacts, and marketing responses begin.
Common lead statuses:
New - Brand new leads requiring review
Attempted - You’ve made contact attempts, but no response
Contacted - You've spoken with the lead
Nurture - Delayed interest; needs future follow-up
Appointment Set - Scheduled meeting or call
Needs Reschedule - Missed or canceled appointment
Once a lead appointment is scheduled and qualified, it can be converted to an Opportunity.
Stage 2: Opportunities
Opportunities represent deals that are in progress.
Common stages include:
Offer Made - An offer has been submitted to the seller
Under Review - Contract signed; review and due diligence underway
Under Contract - Deal accepted and active
Assigned - Ready for dispositions or TC team
Marketing - Property is being marketed
Closing - All final details and paperwork in process
Closed Won - Deal closed successfully
Closed Lost - Deal fell through
Each opportunity can be linked to a property record and tracked by assigned users.
Stage 3: Property Transactions
This stage applies to deals that are closing or require transaction coordination.
You’ll manage:
Property-specific details
Title work
Buyer/seller communication
Final walkthroughs and paperwork
Transaction Coordinators and Dispositions teams typically work here. The transaction stage often overlaps with Opportunity stages but focuses on the administrative side of closing deals.
Stage 4: Post-Close & Analysis
Once a deal closes:
Final revenue, costs, and marketing performance can be analyzed
Campaigns and lead sources can be attributed
Notes and documents remain linked to the record for audit or reporting
Using the Interactive Funnel Tool
You can reference the interactive version of this funnel during onboarding, process reviews, or training sessions.
Suggestions:
Bookmark the funnel's link in your Training Center
Use the funnel as a visual reference during team handoffs
Add screenshots to your internal SOPs to align with this flow
Best Practices
Always update lead and opportunity stages as deals progress
Make sure appointments are logged to trigger status changes
Assign records to the appropriate team members at each stage
Use automations (e.g., task generation, record assignments) tied to funnel stages
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