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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