Understanding Status and Stages in 8020CRM for Lead, Opportunity, and Transaction Records
- Mary Morales
- May 19
- 1 min read
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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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