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Understanding Status and Stages in 8020CRM for Lead, Opportunity, and Transaction Records

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Overview

Statuses and stages in 8020CRM track the progress of every lead, opportunity, and property transaction. Understanding these helps your team follow the right process, trigger automation, and keep your pipeline organized.


Before You Begin

You must have access to Leads, Opportunities, and Property Transactions in 8020CRM. If you can’t see or update statuses and stages, contact your System Admin to confirm permission access.


Why It Matters

Consistent use of statuses and stages:


  • Keeps records organized and current

  • Triggers automation and reporting

  • Aligns your workflow across teams

  • Helps track performance and KPIs


Lead Statuses in 8020CRM

These values show where a lead is in the intake and qualification process.

Status

Description

New

Just created or qualified; needs follow-up

Attempted

Contact attempts made, but no response yet

Contacted

Lead has responded for the first time

Working

Actively qualifying or gathering details

Nurturing

Engaged, but not ready to convert

Appointment Set

Appointment scheduled

Needs Reschedule

Missed/canceled appointment, needs follow-up

Converted

Qualified and converted into an Opportunity

Unqualified

Not viable

Long Term Nurture

On drip; future potential

Prospect

Early marketing stage; not yet worked


Opportunity Stages in 8020CRM

Stages represent deal progress, from new opportunity through closing.

Stage

Description

Nurturing

Opportunity kept warm with targeted communication

Scheduling

Setting an appointment

Appointment

Appointment scheduled/attended

Negotiating

Finalizing terms

Under Contract

Terms agreed; preparing documents

Improving

Property renovations in progress (Property Transaction Stage Reference)

Marketing

Listing/marketing phase (Property Transaction Stage Reference)

Closing

Final steps to close the deal

Closed Won

Deal closed, revenue recognized

Closed Lost

Deal not closed


Property Transaction Stages in 8020CRM

These stages track the progress of a property through your pipeline.

Stage

Description

Working Lead

Informational only; no immediate action

Working Opportunity

Under opportunity process

Under Agreement

Agency agreement signed

Listing & Marketing

Listed for sale, active marketing

Showings & Offers

Property showings and offer management

Negotiating

Offers negotiated

Under Contract

Finalizing details and paperwork

Improving

Renovations or projects underway

Closing

Final steps before transaction completion

Closed Won

Transaction closed

Closed Lost

Transaction not closed


Best Practices


  • Use standard statuses and stages as much as possible

  • Update statuses promptly to trigger automations

  • Train teams to follow the same definitions

  • Map company-specific values to 8020CRM defaults for consistency


Learn More

For more details or help with status/stage mapping, check out our guide 8020CRM Status & Stages Overview, review the 8020CRM Status & Stages PDF or contact your Success Manager.



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